Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $256,637 |
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 | $65,919 | $66,513-0.9% | $178,510-63.1% | $106,273-38.0% |
| Participation rate | 70.5% | 73.8%-3.2pp | 81.9%-11.4pp | 70.8%-0.3pp |
| Annual return | 15.85% | 21.81%-6.0pp | 151.13%-135.3pp | 21.70%-5.8pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $4,438 | $3,679+20.6% | $5,202-14.7% | $4,601-3.6% |
| Admin fee / account holder | $12 | $53-78.0% | $13,988-99.9% | $78-85.0% |