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 | $162,801 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,438 | $58,202-61.4% | $172,757-87.0% | $89,609-75.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 22.07% | 61.59%-39.5pp | 803.06%-781.0pp | 33.65%-11.6pp |
| Employer contribution / active EE | $4,232 | $1,759+140.6% | $5,144-17.7% | $2,584+63.8% |
| Participant deferral / active EE | $87 | $3,335-97.4% | $5,198-98.3% | $4,222-97.9% |
| Admin fee / account holder | $10 | $53-80.7% | $13,956-99.9% | $72-85.9% |