Filed April 4, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $167,837 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,624 | $71,802+112.6% | $133,980+13.9% | $57,658+164.7% |
| Participation rate | 97.9% | 85.5%+12.5pp | 87.1%+10.9pp | 70.2%+27.7pp |
| Annual return | 11.76% | 13.51%-1.7pp | 29.30%-17.5pp | 5.13%+6.6pp |
| Employer contribution / active EE | $10,170 | $3,161+221.7% | $5,211+95.2% | $1,974+415.3% |
| Participant deferral / active EE | $11,360 | $4,606+146.6% | $6,282+80.8% | $3,061+271.2% |
| Admin fee / account holder | $95 | $88+8.7% | $9,324-99.0% | $95+0.8% |