Filed November 17, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $45,387 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,435 | $59,054-51.8% | $97,260-70.8% | $77,736-63.4% |
| Participation rate | 57.7% | 67.9%-10.2pp | 72.7%-14.9pp | 70.6%-12.9pp |
| Annual return | 24.50% | 16.96%+7.5pp | 75.54%-51.0pp | 31.26%-6.8pp |
| Employer contribution / active EE | $1,256 | $1,742-27.9% | $2,721-53.8% | $2,728-53.9% |
| Participant deferral / active EE | $3,585 | $3,930-8.8% | $4,262-15.9% | $4,651-22.9% |
| Admin fee / account holder | $105 | $346-69.7% | $5,640-98.1% | $433-75.8% |