Filed September 11, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $149,603 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,145 | $148,970-12.6% | $133,698-2.7% | $200,096-35.0% |
| Participation rate | 97.6% | 79.4%+18.2pp | 76.4%+21.2pp | 72.0%+25.6pp |
| Annual return | 13.80% | 27.07%-13.3pp | 580.90%-567.1pp | 34.26%-20.5pp |
| Employer contribution / active EE | $4,653 | $3,561+30.7% | $4,218+10.3% | $3,038+53.2% |
| Participant deferral / active EE | $7,264 | $6,140+18.3% | $7,016+3.5% | $5,090+42.7% |
| Admin fee / account holder | $38 | $144-73.4% | $6,703-99.4% | $269-85.8% |