Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $161,131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,712 | $46,516+0.4% | $147,618-68.4% | $69,651-32.9% |
| Participation rate | 59.2% | 65.8%-6.6pp | 84.6%-25.4pp | 66.6%-7.3pp |
| Annual return | 0.40% | 9.48%-9.1pp | 61.98%-61.6pp | 53.77%-53.4pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,190 | $2,719+17.3% | $4,895-34.8% | $3,635-12.2% |
| Admin fee / account holder | $11 | $45-75.8% | $11,612-99.9% | $63-82.9% |