Filed October 1, 2020
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 16 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482 | Consulting | $17,827 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $221,799 | $74,347+198.3% | $93,621+136.9% | $67,584+228.2% |
| Participation rate | 99.3% | 80.6%+18.7pp | 75.8%+23.4pp | 71.3%+28.0pp |
| Annual return | 24.93% | 28.07%-3.1pp | 32.76%-7.8pp | 378.59%-353.7pp |
| Employer contribution / active EE | $14,888 | $2,583+476.4% | $2,719+447.6% | $2,148+593.1% |
| Participant deferral / active EE | $13,199 | $4,060+225.1% | $4,070+224.3% | $3,540+272.9% |
| Admin fee / account holder | $13 | $123-89.3% | $7,890-99.8% | $142-90.8% |