Filed May 31, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $63,769 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,856 |
Service code 99 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,311 | $79,700+360.9% | $153,500+139.3% | $74,429+393.5% |
| Participation rate | 98.6% | 69.8%+28.8pp | 77.1%+21.5pp | 67.2%+31.4pp |
| Annual return | 13.70% | 15.07%-1.4pp | 15.70%-2.0pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $27,488 | $4,016+584.4% | $5,039+445.5% | $2,625+947.2% |
| Participant deferral / active EE | $15,352 | $5,315+188.9% | $6,756+127.2% | $4,348+253.1% |
| Admin fee / account holder | $304 | $1,790-83.0% | $12,736-97.6% | $1,944-84.4% |