Filed January 4, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $326,281 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $35,758 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,001 | $144,879-35.8% | $111,319-16.5% | $93,0100% |
| Participation rate | 96.9% | 86.1%+10.7pp | 77.3%+19.5pp | 73.9%+23.0pp |
| Annual return | 13.18% | 18.11%-4.9pp | 54.68%-41.5pp | 158.70%-145.5pp |
| Employer contribution / active EE | $1,914 | $3,052-37.3% | $2,732-29.9% | $2,705-29.2% |
| Participant deferral / active EE | $6,091 | $5,576+9.2% | $4,488+35.7% | $4,561+33.5% |
| Admin fee / account holder | $63 | $104-38.7% | $7,966-99.2% | $152-58.2% |