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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $453,730 |
THE VANGUARD GROUP, INC.3 years Service code 99 | Other Fees | $0 |
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 | $97,707 | $88,874+9.9% | $123,553-20.9% | $75,289+29.8% |
| Participation rate | 98.5% | 75.9%+22.6pp | 82.3%+16.2pp | 72.4%+26.0pp |
| Annual return | -4.64% | 4.22%-8.9pp | 119.21%-123.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $3,505 | $3,256+7.7% | $4,628-24.3% | $2,405+45.7% |
| Participant deferral / active EE | $8,698 | $6,174+40.9% | $6,426+35.4% | $3,739+132.7% |
| Admin fee / account holder | $63 | $95-33.3% | $9,284-99.3% | $102-38.4% |