Filed May 4, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $433,423 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $38,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,724 | $47,540-66.9% | $79,550-80.2% | $89,394-82.4% |
| Participation rate | 30.5% | 54.9%-24.4pp | 69.5%-39.0pp | 71.3%-40.8pp |
| Annual return | -16.32% | -8.05%-8.3pp | 0.16%-16.5pp | -11.89%-4.4pp |
| Employer contribution / active EE | $535 | $1,122-52.3% | $2,413-77.8% | $3,022-82.3% |
| Participant deferral / active EE | $1,309 | $1,961-33.2% | $3,985-67.2% | $5,123-74.4% |
| Admin fee / account holder | $67 | $59+14.5% | $6,832-99.0% | $79-15.6% |