Filed August 23, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $80,483 |
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $54,242 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $52,040 |
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 | $199,834 | $89,282+123.8% | $94,672+111.1% | $74,473+168.3% |
| Participation rate | 52.3% | 82.4%-30.2pp | 80.8%-28.6pp | 70.7%-18.5pp |
| Annual return | 19.26% | 25.96%-6.7pp | 156.89%-137.6pp | 34.36%-15.1pp |
| Employer contribution / active EE | $4,442 | $3,022+47.0% | $3,673+20.9% | $2,638+68.4% |
| Participant deferral / active EE | $4,438 | $8,425-47.3% | $7,417-40.2% | $4,530-2.0% |
| Admin fee / account holder | $253 | $219+15.8% | $7,222-96.5% | $347-27.0% |