Filed March 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $201,150 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,249 | $130,141+21.6% | $86,677+82.6% | $77,904+103.1% |
| Participation rate | 94.8% | 85.9%+8.9pp | 76.6%+18.2pp | 73.7%+21.1pp |
| Annual return | 14.65% | -12.75%+27.4pp | 35.91%-21.3pp | 12.21%+2.4pp |
| Employer contribution / active EE | $5,192 | $3,220+61.2% | $2,836+83.0% | $2,848+82.3% |
| Participant deferral / active EE | $6,674 | $5,757+15.9% | $4,656+43.3% | $4,806+38.9% |
| Admin fee / account holder | $100 | $132-23.9% | $7,493-98.7% | $133-24.3% |