Filed February 13, 2024 (most recent of 2 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 21-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552231 | Recordkeeping | $19,730 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP, INC. Service code 15 | Recordkeeping | $0 |
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 | $109,053 | $52,967+105.9% | $172,757-36.9% | $65,188+67.3% |
| Participation rate | 93.8% | 66.2%+27.6pp | 82.6%+11.1pp | 70.2%+23.6pp |
| Annual return | 22.41% | 30.12%-7.7pp | 803.06%-780.7pp | 29.38%-7.0pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,239 | $2,471+112.0% | $5,198+0.8% | $3,514+49.1% |
| Admin fee / account holder | $80 | $472-83.0% | $13,956-99.4% | $847-90.5% |