Filed January 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $175,819 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $50,000 |
THE VANGUARD GROUP, INC.4 years Service code 99 | Other Fees | $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 | $80,853 | $56,095+44.1% | $178,510-54.7% | $90,274-10.4% |
| Participation rate | 98.1% | 65.6%+32.5pp | 81.9%+16.1pp | 73.4%+24.7pp |
| Annual return | 17.06% | 28.81%-11.7pp | 151.13%-134.1pp | 53.97%-36.9pp |
| Employer contribution / active EE | $3,038 | $1,572+93.2% | $5,011-39.4% | $2,523+20.4% |
| Participant deferral / active EE | $6,431 | $2,669+141.0% | $5,202+23.6% | $4,231+52.0% |
| Admin fee / account holder | $95 | $101-5.9% | $13,988-99.3% | $114-17.0% |