Filed February 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 21-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552231 | Recordkeeping | $24,083 |
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 | $102,049 | $65,322+56.2% | $70,492+44.8% | $73,501+38.8% |
| Participation rate | 94.8% | 77.0%+17.9pp | 75.1%+19.7pp | 70.7%+24.1pp |
| Annual return | 15.10% | 15.71%-0.6pp | 109.16%-94.1pp | 28.51%-13.4pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,942 | $3,375+46.4% | $3,711+33.2% | $3,740+32.1% |
| Admin fee / account holder | $82 | $214-61.6% | $3,848-97.9% | $513-84.0% |