Filed March 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $17,076 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,041 | $72,770+44.3% | $67,652+55.3% | $55,191+90.3% |
| Participation rate | 94.3% | 78.8%+15.6pp | 75.7%+18.7pp | 69.2%+25.2pp |
| Annual return | 1.00% | -3.26%+4.3pp | 6625.40%-6624.4pp | 10.78%-9.8pp |
| Employer contribution / active EE | $2,920 | $1,769+65.1% | $2,266+28.9% | $1,899+53.8% |
| Participant deferral / active EE | $7,534 | $3,408+121.1% | $3,560+111.7% | $3,046+147.3% |
| Admin fee / account holder | $14 | $79-82.0% | $4,821-99.7% | $91-84.4% |