Filed January 8, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $160,359 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $55,718 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,570 | $160,882-21.9% | $200,582-37.4% | $102,872+22.1% |
| Participation rate | 94.3% | 91.2%+3.2pp | 86.9%+7.5pp | 73.0%+21.3pp |
| Annual return | 14.92% | 18.15%-3.2pp | 42.33%-27.4pp | 19.06%-4.1pp |
| Employer contribution / active EE | $4,025 | $5,602-28.2% | $6,419-37.3% | $3,526+14.1% |
| Participant deferral / active EE | $8,866 | $9,300-4.7% | $9,331-5.0% | $5,535+60.2% |
| Admin fee / account holder | $136 | $125+8.8% | $16,305-99.2% | $292-53.5% |