Filed August 1, 2018
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $265,682 |
Service code 16 · EIN 04-3638035 | Consulting | $67,500 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,244 | $31,370+28.3% | $74,577-46.0% | $63,975-37.1% |
| Participation rate | 57.7% | 42.6%+15.1pp | 68.1%-10.4pp | 71.1%-13.4pp |
| Annual return | 15.73% | -105.16%+120.9pp | 20.47%-4.7pp | 48.65%-32.9pp |
| Employer contribution / active EE | $2,006 | $822+144.0% | $2,525-20.6% | $2,182-8.1% |
| Participant deferral / active EE | $3,726 | $1,560+138.8% | $3,458+7.7% | $3,356+11.0% |
| Admin fee / account holder | $88 | $77+14.9% | $4,138-97.9% | $70+25.2% |