Filed January 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $290,729 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $110,989 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $71,500 |
CHARLES SCHWAB & CO., INC.10+ years Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,259 | $53,204+65.9% | $155,556-43.3% | $200,096-55.9% |
| Participation rate | 97.4% | 64.1%+33.3pp | 78.2%+19.2pp | 72.0%+25.4pp |
| Annual return | 14.03% | 41.02%-27.0pp | 64.84%-50.8pp | 34.26%-20.2pp |
| Employer contribution / active EE | $3,668 | $1,850+98.3% | $4,675-21.5% | $3,038+20.8% |
| Participant deferral / active EE | $8,134 | $3,163+157.1% | $5,631+44.5% | $5,090+59.8% |
| Admin fee / account holder | $136 | $186-26.7% | $15,885-99.1% | $269-49.5% |