Filed August 23, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $85,967 |
GREENLEAF TRUST6 years Filed as: GREENLEAF ADVISORS Service code 27 · EIN 47-1303673 | Advisory (Plan) | $26,531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,200 | $87,125+159.6% | $108,405+108.7% | $86,821+160.5% |
| Participation rate | 55.7% | 80.5%-24.8pp | 80.1%-24.4pp | 72.3%-16.6pp |
| Annual return | 14.90% | 25.21%-10.3pp | 905.55%-890.6pp | 97.94%-83.0pp |
| Employer contribution / active EE | $4,993 | $2,477+101.5% | $3,559+40.3% | $2,406+107.5% |
| Participant deferral / active EE | $4,943 | $6,944-28.8% | $6,563-24.7% | $4,132+19.6% |
| Admin fee / account holder | $165 | $130+26.9% | $7,297-97.7% | $170-2.6% |