Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $197,220 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,894 | $53,684+2.3% | $170,435-67.8% | $80,976-32.2% |
| Participation rate | 61.1% | 69.2%-8.1pp | 83.6%-22.5pp | 68.3%-7.2pp |
| Annual return | 17.81% | 25.97%-8.2pp | 205.94%-188.1pp | 22.91%-5.1pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,432-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $3,652 | $3,017+21.1% | $4,939-26.1% | $3,848-5.1% |
| Admin fee / account holder | $13 | $46-72.8% | $13,881-99.9% | $67-81.3% |