Filed March 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $12,024 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,482 | $72,770-22.4% | $67,652-16.5% | $55,191+2.3% |
| Participation rate | 94.7% | 78.8%+15.9pp | 75.7%+19.0pp | 69.2%+25.6pp |
| Annual return | -0.11% | -3.26%+3.2pp | 6625.04%-6625.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $1,907 | $1,769+7.8% | $2,266-15.8% | $1,899+0.4% |
| Participant deferral / active EE | $4,684 | $3,408+37.4% | $3,560+31.6% | $3,046+53.8% |
| Admin fee / account holder | $20 | $79-74.1% | $4,821-99.6% | $91-77.5% |