Filed November 3, 2023 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $280,754 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $165,148 |
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 | $72,102 | $59,312+21.6% | $149,740-51.8% | $103,657-30.4% |
| Participation rate | 91.0% | 70.3%+20.8pp | 78.8%+12.3pp | 73.4%+17.7pp |
| Annual return | 18.20% | 78.03%-59.8pp | 134.51%-116.3pp | 33.13%-14.9pp |
| Employer contribution / active EE | $1,633 | $2,187-25.3% | $4,821-66.1% | $3,216-49.2% |
| Participant deferral / active EE | $6,336 | $3,719+70.3% | $5,683+11.5% | $5,218+21.4% |
| Admin fee / account holder | $71 | $103-31.1% | $13,222-99.5% | $114-38.0% |