Filed February 4, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $570,702 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $261,038 |
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 | $71,836 | $70,048+2.6% | $112,228-36.0% | $78,044-8.0% |
| Participation rate | 96.2% | 84.1%+12.1pp | 75.1%+21.2pp | 74.4%+21.8pp |
| Annual return | -16.12% | -10.85%-5.3pp | 27.45%-43.6pp | 10.87%-27.0pp |
| Employer contribution / active EE | $4,688 | $4,000+17.2% | $3,635+29.0% | $3,125+50.0% |
| Participant deferral / active EE | $7,856 | $3,679+113.5% | $4,728+66.2% | $5,084+54.5% |
| Admin fee / account holder | $87 | $127-31.2% | $6,410-98.6% | $79+10.5% |