Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $241,858 |
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 | $60,596 | $58,202+4.1% | $172,757-64.9% | $89,609-32.4% |
| Participation rate | 66.3% | 72.8%-6.6pp | 82.6%-16.4pp | 69.6%-3.3pp |
| Annual return | 22.88% | 61.59%-38.7pp | 803.06%-780.2pp | 33.65%-10.8pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,144-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,144 | $3,335+24.3% | $5,198-20.3% | $4,222-1.9% |
| Admin fee / account holder | $14 | $53-73.9% | $13,956-99.9% | $72-80.8% |