Filed March 4, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $54,056 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,342 | $62,928-55.0% | $172,739-83.6% | $67,579-58.1% |
| Participation rate | 96.6% | 64.5%+32.1pp | 82.6%+14.0pp | 71.3%+25.3pp |
| Annual return | 22.05% | 30.36%-8.3pp | 802.84%-780.8pp | 378.56%-356.5pp |
| Employer contribution / active EE | $1,666 | $1,636+1.8% | $5,143-67.6% | $2,148-22.4% |
| Participant deferral / active EE | $1,665 | $2,145-22.4% | $5,198-68.0% | $3,539-53.0% |
| Admin fee / account holder | $64 | $167-61.7% | $13,954-99.5% | $142-55.2% |