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 | $79,779+360.4% | $153,741+138.9% | $74,478+393.2% |
| Participation rate | 98.6% | 69.9%+28.7pp | 77.1%+21.5pp | 67.2%+31.4pp |
| Annual return | 13.70% | 15.08%-1.4pp | 15.71%-2.0pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $27,488 | $4,026+582.8% | $5,042+445.2% | $2,626+946.6% |
| Participant deferral / active EE | $15,352 | $5,329+188.1% | $6,757+127.2% | $4,350+252.9% |
| Admin fee / account holder | $304 | $1,761-82.7% | $12,749-97.6% | $1,946-84.4% |