Filed April 4, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $184,480 |
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 | $222,670 | $111,608+99.5% | $177,821+25.2% | $73,409+203.3% |
| Participation rate | 97.4% | 87.9%+9.5pp | 87.7%+9.7pp | 72.2%+25.2pp |
| Annual return | 14.77% | 18.23%-3.5pp | 48.32%-33.6pp | 59.29%-44.5pp |
| Employer contribution / active EE | $7,936 | $3,796+109.1% | $5,918+34.1% | $2,234+255.3% |
| Participant deferral / active EE | $14,429 | $6,199+132.8% | $7,714+87.0% | $3,805+279.2% |
| Admin fee / account holder | $96 | $166-41.8% | $12,427-99.2% | $158-39.0% |