Filed April 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $264,195 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $125,741 |
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 | $121,737 | $112,686+8.0% | $169,993-28.4% | $80,160+51.9% |
| Participation rate | 99.1% | 87.4%+11.8pp | 87.0%+12.1pp | 72.9%+26.2pp |
| Annual return | 18.31% | 67.04%-48.7pp | 53.37%-35.1pp | 40.38%-22.1pp |
| Employer contribution / active EE | $2,670 | $4,481-40.4% | $6,785-60.7% | $2,978-10.3% |
| Participant deferral / active EE | $9,389 | $7,876+19.2% | $10,408-9.8% | $5,017+87.1% |
| Admin fee / account holder | $76 | $99-23.3% | $12,815-99.4% | $145-47.6% |