Filed November 17, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,904 |
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 | $34,105 | $44,714-23.7% | $91,225-62.6% | $66,930-49.0% |
| Participation rate | 53.9% | 65.0%-11.1pp | 73.2%-19.3pp | 69.8%-15.9pp |
| Annual return | -16.89% | -12.25%-4.6pp | 114.10%-131.0pp | 1.57%-18.5pp |
| Employer contribution / active EE | $878 | $1,710-48.7% | $2,851-69.2% | $2,545-65.5% |
| Participant deferral / active EE | $3,176 | $3,355-5.3% | $4,234-25.0% | $4,238-25.1% |
| Admin fee / account holder | $91 | $521-82.5% | $5,422-98.3% | $593-84.6% |