Filed February 4, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $435,511 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,794 | $78,226-15.9% | $92,893-29.2% | $82,204-20.0% |
| Participation rate | 95.8% | 82.7%+13.1pp | 76.0%+19.8pp | 73.4%+22.4pp |
| Annual return | 26.38% | 19.33%+7.1pp | 109.41%-83.0pp | 26.31%+0.1pp |
| Employer contribution / active EE | $4,584 | $3,911+17.2% | $3,653+25.5% | $2,707+69.3% |
| Participant deferral / active EE | $6,548 | $3,648+79.5% | $4,236+54.6% | $4,246+54.2% |
| Admin fee / account holder | $59 | $119-50.4% | $5,794-99.0% | $76-21.9% |