Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $217,261 |
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 | $50,833 | $46,969+8.2% | $154,110-67.0% | $73,367-30.7% |
| Participation rate | 55.8% | 72.4%-16.6pp | 83.0%-27.3pp | 69.5%-13.7pp |
| Annual return | -4.66% | 821.68%-826.3pp | 735.22%-739.9pp | 173.45%-178.1pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $3,620 | $3,162+14.5% | $5,081-28.8% | $4,033-10.2% |
| Admin fee / account holder | $12 | $47-75.3% | $13,412-99.9% | $68-83.2% |