Filed February 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 21-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552231 | Recordkeeping | $27,329 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,379 | $91,710-26.5% | $67,560-0.3% | $77,762-13.4% |
| Participation rate | 87.8% | 76.0%+11.7pp | 72.9%+14.8pp | 70.6%+17.2pp |
| Annual return | 14.66% | 14.88%-0.2pp | 3533.50%-3518.8pp | 31.27%-16.6pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,502 | $3,911+15.1% | $4,004+12.4% | $4,651-3.2% |
| Admin fee / account holder | $73 | $245-70.1% | $3,994-98.2% | $433-83.1% |