Filed April 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $255,168 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $184,570 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,001 | $95,918+12.6% | $151,611-28.8% | $77,904+38.6% |
| Participation rate | 98.9% | 88.7%+10.2pp | 87.5%+11.4pp | 73.7%+25.2pp |
| Annual return | -15.36% | -5.50%-9.9pp | 3.33%-18.7pp | 12.21%-27.6pp |
| Employer contribution / active EE | $2,555 | $4,330-41.0% | $6,166-58.6% | $2,848-10.3% |
| Participant deferral / active EE | $9,004 | $7,508+19.9% | $8,363+7.7% | $4,806+87.3% |
| Admin fee / account holder | $91 | $93-2.1% | $11,616-99.2% | $133-31.1% |