Filed November 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $350,750 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $347,035 |
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 | $97,687 | $71,813+36.0% | $119,609-18.3% | $78,044+25.2% |
| Participation rate | 90.0% | 81.7%+8.3pp | 79.3%+10.7pp | 74.4%+15.5pp |
| Annual return | -11.92% | -13.80%+1.9pp | -14.97%+3.1pp | 10.87%-22.8pp |
| Employer contribution / active EE | $2,663 | $2,836-6.1% | $4,232-37.1% | $3,125-14.8% |
| Participant deferral / active EE | $5,303 | $4,953+7.1% | $5,602-5.3% | $5,084+4.3% |
| Admin fee / account holder | $94 | $81+16.4% | $10,323-99.1% | $79+19.0% |