Filed February 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 21-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552231 | Recordkeeping | $30,879 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,954 | $83,884-15.4% | $64,110+10.7% | $74,478-4.7% |
| Participation rate | 90.5% | 76.6%+13.9pp | 72.3%+18.2pp | 70.7%+19.8pp |
| Annual return | 17.61% | 16.57%+1.0pp | 33.75%-16.1pp | 34.37%-16.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,751-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,930 | $3,692+33.5% | $3,883+27.0% | $4,530+8.8% |
| Admin fee / account holder | $87 | $196-55.5% | $3,071-97.2% | $347-74.8% |