Filed February 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 21-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552231 | Recordkeeping | $19,242 |
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 | $112,747 | $47,977+135.0% | $154,110-26.8% | $56,289+100.3% |
| Participation rate | 97.9% | 66.2%+31.8pp | 83.0%+14.9pp | 69.9%+28.1pp |
| Annual return | -4.29% | 3.54%-7.8pp | 735.22%-739.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,704 | $2,392+180.3% | $5,081+32.0% | $3,350+100.1% |
| Admin fee / account holder | $94 | $438-78.6% | $13,412-99.3% | $521-82.0% |