Filed January 23, 2017 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,358,053 |
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 | $19,908 | $38,963-48.9% | $71,793-72.3% | $329,111-94.0% |
| Participation rate | 81.4% | 53.8%+27.7pp | 69.1%+12.3pp | 67.9%+13.5pp |
| Annual return | 7.84% | 9.85%-2.0pp | 78.04%-70.2pp | 16.35%-8.5pp |
| Employer contribution / active EE | $643 | $758-15.2% | $1,924-66.6% | $2,303-72.1% |
| Participant deferral / active EE | $1,164 | $1,286-9.5% | $2,794-58.3% | $3,682-68.4% |
| Admin fee / account holder | $15 | $50-70.9% | $4,815-99.7% | $754-98.1% |