Filed July 6, 2023
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,022 |
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 | $67,847 | $124,414-45.5% | $115,170-41.1% | $67,579+0.4% |
| Participation rate | 90.4% | 58.1%+32.3pp | 75.9%+14.5pp | 71.3%+19.1pp |
| Annual return | 20.59% | 29.40%-8.8pp | 35.60%-15.0pp | 378.56%-358.0pp |
| Employer contribution / active EE | $3,268 | $1,454+124.7% | $3,179+2.8% | $2,148+52.2% |
| Participant deferral / active EE | $2,105 | $2,331-9.7% | $4,169-49.5% | $3,539-40.5% |
| Admin fee / account holder | $58 | $361-83.9% | $7,089-99.2% | $142-59.1% |