Filed February 13, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 21-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552231 | Recordkeeping | $23,573 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,256 | $94,836-6.9% | $75,728+16.5% | $86,828+1.6% |
| Participation rate | 92.2% | 79.1%+13.1pp | 74.8%+17.4pp | 72.3%+19.9pp |
| Annual return | 12.97% | 16.90%-3.9pp | 104.66%-91.7pp | 97.95%-85.0pp |
| Employer contribution / active EE | $0 | $2,908-100.0% | $2,743-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $4,839 | $3,632+33.2% | $3,820+26.7% | $4,132+17.1% |
| Admin fee / account holder | $73 | $108-32.9% | $3,620-98.0% | $170-57.1% |