Filed April 4, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $175,968 |
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 | $163,337 | $80,005+104.2% | $140,016+16.7% | $55,725+193.1% |
| Participation rate | 97.7% | 87.0%+10.7pp | 87.5%+10.2pp | 70.9%+26.8pp |
| Annual return | -5.26% | 0.46%-5.7pp | 651.12%-656.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $9,112 | $3,403+167.8% | $5,606+62.5% | $2,078+338.5% |
| Participant deferral / active EE | $12,642 | $5,264+140.2% | $6,927+82.5% | $3,356+276.7% |
| Admin fee / account holder | $95 | $116-18.0% | $10,705-99.1% | $115-17.7% |