Filed November 9, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $103,813 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,361 | $41,281+17.2% | $109,313-55.8% | $57,661-16.1% |
| Participation rate | 96.5% | 59.3%+37.1pp | 71.3%+25.2pp | 70.2%+26.2pp |
| Annual return | 9.93% | 8.97%+1.0pp | 22.07%-12.1pp | 5.13%+4.8pp |
| Employer contribution / active EE | $3,820 | $1,201+217.9% | $3,892-1.9% | $1,974+93.5% |
| Participant deferral / active EE | $623 | $2,223-72.0% | $3,166-80.3% | $3,061-79.7% |
| Admin fee / account holder | $74 | $75-2.3% | $5,666-98.7% | $95-22.2% |