Filed January 20, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $215,234 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,700 | $96,900+97.8% | $111,392+72.1% | $75,289+154.6% |
| Participation rate | 98.3% | 85.9%+12.3pp | 78.9%+19.4pp | 72.4%+25.8pp |
| Annual return | -3.92% | 1.66%-5.6pp | -2.06%-1.9pp | -0.04%-3.9pp |
| Employer contribution / active EE | $10,459 | $5,520+89.5% | $4,328+141.7% | $2,405+334.9% |
| Participant deferral / active EE | $8,001 | $6,494+23.2% | $5,567+43.7% | $3,739+114.0% |
| Admin fee / account holder | $76 | $105-27.9% | $12,266-99.4% | $102-26.0% |