Filed April 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $305,507 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $144,783 |
Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,435 | $122,693+15.3% | $184,203-23.2% | $199,593-29.1% |
| Participation rate | 99.1% | 86.8%+12.4pp | 86.8%+12.3pp | 72.0%+27.2pp |
| Annual return | 13.28% | 143.91%-130.6pp | 28.81%-15.5pp | 34.25%-21.0pp |
| Employer contribution / active EE | $2,841 | $4,584-38.0% | $6,427-55.8% | $3,034-6.4% |
| Participant deferral / active EE | $10,278 | $7,990+28.6% | $9,131+12.6% | $5,087+102.1% |
| Admin fee / account holder | $92 | $121-23.8% | $13,901-99.3% | $269-65.8% |