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 | $139,727 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,203 | $48,835-46.3% | $170,435-84.6% | $177,276-85.2% |
| Participation rate | 78.2% | 72.1%+6.1pp | 83.6%-5.4pp | 74.8%+3.3pp |
| Annual return | 18.40% | 19.44%-1.0pp | 205.94%-187.5pp | 21.25%-2.9pp |
| Employer contribution / active EE | $4,422 | $1,798+145.9% | $5,432-18.6% | $2,479+78.4% |
| Participant deferral / active EE | $50 | $2,757-98.2% | $4,939-99.0% | $3,881-98.7% |
| Admin fee / account holder | $14 | $52-73.3% | $13,881-99.9% | $154-91.0% |