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.4 years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $52,666 |
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 | $32,758 | $52,293-37.4% | $178,499-81.6% | $73,412-55.4% |
| Participation rate | 96.5% | 65.3%+31.2pp | 81.9%+14.6pp | 72.2%+24.4pp |
| Annual return | 17.18% | 34.75%-17.6pp | 151.10%-133.9pp | 59.30%-42.1pp |
| Employer contribution / active EE | $1,383 | $1,735-20.3% | $5,011-72.4% | $2,234-38.1% |
| Participant deferral / active EE | $2,029 | $2,332-13.0% | $5,202-61.0% | $3,806-46.7% |
| Admin fee / account holder | $63 | $127-50.6% | $13,986-99.6% | $158-60.2% |