Filed January 4, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $386,566 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,893 | $78,852-17.7% | $76,768-15.5% | $75,289-13.8% |
| Participation rate | 73.7% | 85.0%-11.2pp | 77.0%-3.2pp | 72.4%+1.3pp |
| Annual return | -3.58% | -1.29%-2.3pp | 2.43%-6.0pp | -0.04%-3.5pp |
| Employer contribution / active EE | $1,542 | $2,794-44.8% | $2,485-38.0% | $2,405-35.9% |
| Participant deferral / active EE | $4,546 | $4,800-5.3% | $3,852+18.0% | $3,739+21.6% |
| Admin fee / account holder | $65 | $79-17.8% | $6,676-99.0% | $102-36.5% |