Filed March 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $167,581 |
MERCER1 year Service code 27 · EIN 13-2834414 | Advisory (Plan) | $8,750 |
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 | $181,562 | $79,519+128.3% | $95,952+89.2% | $73,409+147.3% |
| Participation rate | 95.3% | 81.2%+14.2pp | 77.1%+18.3pp | 72.2%+23.2pp |
| Annual return | 15.07% | 19.20%-4.1pp | 91.61%-76.5pp | 59.29%-44.2pp |
| Employer contribution / active EE | $8,808 | $2,048+330.1% | $2,541+246.6% | $2,234+294.3% |
| Participant deferral / active EE | $10,264 | $4,138+148.0% | $4,167+146.3% | $3,805+169.7% |
| Admin fee / account holder | $159 | $184-13.9% | $6,795-97.7% | $158+0.5% |