Filed July 6, 2023
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 21-1945930 | Recordkeeping | $35,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,700 | $46,761+4.1% | $106,619-54.3% | $57,658-15.5% |
| Participation rate | 91.0% | 56.9%+34.1pp | 78.0%+13.0pp | 70.2%+20.8pp |
| Annual return | 6.79% | 15.77%-9.0pp | 9.42%-2.6pp | 5.13%+1.7pp |
| Employer contribution / active EE | $2,848 | $1,274+123.6% | $3,947-27.8% | $1,974+44.3% |
| Participant deferral / active EE | $1,624 | $1,954-16.9% | $3,930-58.7% | $3,061-46.9% |
| Admin fee / account holder | $53 | $97-45.1% | $6,418-99.2% | $95-43.8% |