Filed February 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,104,413 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $844,428 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $60,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,269 | $107,662+37.7% | $159,487-7.0% | $106,520+39.2% |
| Participation rate | 98.4% | 69.4%+29.0pp | 82.8%+15.5pp | 71.3%+27.1pp |
| Annual return | 15.06% | 22.17%-7.1pp | 263.71%-248.6pp | 19.28%-4.2pp |
| Employer contribution / active EE | $4,074 | $2,741+48.6% | $4,831-15.7% | $2,840+43.4% |
| Participant deferral / active EE | $11,575 | $6,799+70.2% | $7,354+57.4% | $4,948+133.9% |
| Admin fee / account holder | $121 | $69+75.7% | $10,804-98.9% | $75+61.8% |