Filed February 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 21-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552231 | Recordkeeping | $29,817 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,359 | $79,151-17.4% | $60,919+7.3% | $64,829+0.8% |
| Participation rate | 92.1% | 77.7%+14.4pp | 73.1%+19.0pp | 71.5%+20.6pp |
| Annual return | -16.02% | -7.12%-8.9pp | 16.98%-33.0pp | 32.85%-48.9pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,704-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,988 | $3,727+33.8% | $3,814+30.8% | $4,312+15.7% |
| Admin fee / account holder | $88 | $106-17.0% | $3,226-97.3% | $188-53.3% |