Filed January 4, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $287,260 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $44,272 |
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 | $71,128 | $130,052-45.3% | $86,717-18.0% | $77,906-8.7% |
| Participation rate | 94.7% | 85.9%+8.7pp | 76.6%+18.1pp | 73.7%+21.0pp |
| Annual return | -15.63% | -12.73%-2.9pp | 35.97%-51.6pp | 12.16%-27.8pp |
| Employer contribution / active EE | $1,795 | $3,214-44.1% | $2,837-36.7% | $2,846-36.9% |
| Participant deferral / active EE | $5,762 | $5,741+0.4% | $4,657+23.7% | $4,805+19.9% |
| Admin fee / account holder | $52 | $132-60.7% | $7,494-99.3% | $133-60.9% |