Filed January 4, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $354,801 |
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 | $79,558 | $105,173-24.4% | $87,102-8.7% | $77,775+2.3% |
| Participation rate | 95.1% | 85.8%+9.3pp | 76.9%+18.2pp | 73.2%+21.9pp |
| Annual return | 21.14% | 24.52%-3.4pp | 28.19%-7.1pp | 32.58%-11.4pp |
| Employer contribution / active EE | $1,591 | $2,890-45.0% | $2,521-36.9% | $2,504-36.5% |
| Participant deferral / active EE | $5,156 | $5,048+2.1% | $4,048+27.4% | $3,966+30.0% |
| Admin fee / account holder | $84 | $105-19.3% | $7,493-98.9% | $100-15.7% |