Filed March 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $68,156 |
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 | $151,083 | $105,247+43.6% | $87,100+73.5% | $77,787+94.2% |
| Participation rate | 77.7% | 85.8%-8.1pp | 76.9%+0.8pp | 73.2%+4.5pp |
| Annual return | 40.58% | 24.52%+16.1pp | 28.19%+12.4pp | 32.57%+8.0pp |
| Employer contribution / active EE | $2,658 | $2,895-8.2% | $2,521+5.4% | $2,504+6.1% |
| Participant deferral / active EE | $6,864 | $5,060+35.6% | $4,049+69.5% | $3,967+73.0% |
| Admin fee / account holder | $49 | $104-52.7% | $7,497-99.3% | $100-50.6% |