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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,734 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $10,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,694 | $48,166-69.5% | $96,583-84.8% | $93,010-84.2% |
| Participation rate | 50.5% | 65.1%-14.6pp | 69.8%-19.3pp | 73.9%-23.4pp |
| Annual return | 10.09% | 21.31%-11.2pp | 37.79%-27.7pp | 158.70%-148.6pp |
| Employer contribution / active EE | $254 | $1,070-76.2% | $2,357-89.2% | $2,705-90.6% |
| Participant deferral / active EE | $629 | $2,576-75.6% | $3,850-83.7% | $4,561-86.2% |
| Admin fee / account holder | $26 | $110-76.2% | $6,184-99.6% | $152-82.7% |