Filed September 19, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $88,755 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,987 |
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 | $88,643 | $56,485+56.9% | $185,823-52.3% | $86,799+2.1% |
| Participation rate | 97.6% | 65.5%+32.1pp | 81.7%+15.9pp | 72.3%+25.3pp |
| Annual return | 1971.98% | 118.04%+1853.9pp | 122.05%+1849.9pp | 97.91%+1874.1pp |
| Employer contribution / active EE | $3,755 | $1,843+103.8% | $5,167-27.3% | $2,405+56.1% |
| Participant deferral / active EE | $7,208 | $2,553+182.3% | $5,568+29.5% | $4,131+74.5% |
| Admin fee / account holder | $100 | $150-33.2% | $16,237-99.4% | $170-41.1% |