Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $180,243 |
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 | $51,735 | $49,270+5.0% | $156,551-67.0% | $329,111-84.3% |
| Participation rate | 57.1% | 68.1%-11.0pp | 84.0%-26.9pp | 67.9%-10.8pp |
| Annual return | 8.77% | 23.25%-14.5pp | 32.23%-23.5pp | 16.35%-7.6pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $3,351 | $2,920+14.7% | $4,871-31.2% | $3,682-9.0% |
| Admin fee / account holder | $12 | $51-76.6% | $13,028-99.9% | $754-98.4% |