Filed January 4, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $312,762 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,412 |
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 | $79,657 | $104,544-23.8% | $96,564-17.5% | $80,187-0.7% |
| Participation rate | 97.5% | 86.4%+11.1pp | 76.0%+21.5pp | 72.9%+24.5pp |
| Annual return | 18.92% | 21.79%-2.9pp | 25.89%-7.0pp | 40.40%-21.5pp |
| Employer contribution / active EE | $1,900 | $3,527-46.1% | $2,967-36.0% | $2,980-36.2% |
| Participant deferral / active EE | $6,174 | $6,170+0.1% | $4,852+27.2% | $5,016+23.1% |
| Admin fee / account holder | $49 | $107-53.8% | $8,256-99.4% | $145-65.9% |