Filed December 17, 2020
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $3,036 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,925 | $70,002-51.5% | $115,038-70.5% | $52,331-35.2% |
| Participation rate | 69.6% | 72.1%-2.5pp | 81.4%-11.8pp | 68.1%+1.5pp |
| Annual return | 3.08% | 4.04%-1.0pp | 26.14%-23.1pp | 4.54%-1.5pp |
| Employer contribution / active EE | $1,633 | $2,715-39.9% | $4,608-64.6% | $1,882-13.2% |
| Participant deferral / active EE | $6,018 | $4,920+22.3% | $6,026-0.1% | $3,022+99.1% |
| Admin fee / account holder | $19 | $566-96.7% | $8,175-99.8% | $592-96.8% |