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).
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 | $151,083 | $105,173+43.7% | $87,102+73.5% | $77,775+94.3% |
| 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 | 32.58%+8.0pp |
| Employer contribution / active EE | $2,658 | $2,890-8.0% | $2,521+5.4% | $2,504+6.2% |
| Participant deferral / active EE | $6,864 | $5,048+36.0% | $4,048+69.5% | $3,966+73.1% |
| Admin fee / account holder | $49 | $105-52.7% | $7,493-99.3% | $100-50.6% |