Filed June 8, 2023
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $96,566 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $83,206 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,799 | $136,853+18.2% | $130,298+24.2% | $80,187+101.8% |
| Participation rate | 98.9% | 81.6%+17.2pp | 76.3%+22.6pp | 72.9%+25.9pp |
| Annual return | 0.00% | 22.66%-22.7pp | 38.90%-38.9pp | 40.40%-40.4pp |
| Employer contribution / active EE | $3,259 | $3,395-4.0% | $4,128-21.1% | $2,980+9.4% |
| Participant deferral / active EE | $4,923 | $5,856-15.9% | $6,790-27.5% | $5,016-1.9% |
| Admin fee / account holder | $84 | $184-54.5% | $6,025-98.6% | $145-42.2% |