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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $120,058 |
THE VANGUARD GROUP, INC.2+ years Service code 99 | Other Fees | $0 |
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 | $42,493 | $25,165+68.9% | $73,545-42.2% | $77,958-45.5% |
| Participation rate | 94.7% | 36.6%+58.1pp | 54.9%+39.8pp | 71.6%+23.0pp |
| Annual return | 14.99% | 18.12%-3.1pp | -15.16%+30.2pp | 20.87%-5.9pp |
| Employer contribution / active EE | $1,286 | $395+225.2% | $1,219+5.5% | $2,310-44.3% |
| Participant deferral / active EE | $3,161 | $898+252.0% | $1,806+75.0% | $3,537-10.6% |
| Admin fee / account holder | $57 | $76-25.3% | $2,320-97.6% | $97-41.9% |