Filed August 1, 2018
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $296,581 |
Service code 16 · EIN 04-3638035 | Consulting | $91,688 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,717 | $35,598+42.5% | $81,478-37.8% | $177,276-71.4% |
| Participation rate | 46.3% | 43.3%+3.0pp | 68.0%-21.7pp | 74.8%-28.6pp |
| Annual return | 25.84% | 22.81%+3.0pp | 38.78%-12.9pp | 21.25%+4.6pp |
| Employer contribution / active EE | $1,754 | $903+94.2% | $2,568-31.7% | $2,479-29.3% |
| Participant deferral / active EE | $3,178 | $1,276+149.1% | $3,537-10.1% | $3,881-18.1% |
| Admin fee / account holder | $96 | $82+17.2% | $4,561-97.9% | $154-38.0% |