Filed September 19, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $98,521 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $23,557 |
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 | $69,225 | $46,292+49.5% | $143,757-51.8% | $64,808+6.8% |
| Participation rate | 97.0% | 64.2%+32.7pp | 80.3%+16.6pp | 71.5%+25.5pp |
| Annual return | -15.70% | -10.05%-5.7pp | -0.04%-15.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $4,375 | $1,910+129.1% | $4,951-11.6% | $2,506+74.6% |
| Participant deferral / active EE | $7,871 | $2,646+197.5% | $5,637+39.6% | $4,310+82.6% |
| Admin fee / account holder | $109 | $154-28.9% | $14,673-99.3% | $188-41.7% |