Filed August 1, 2018
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $359,142 |
Service code 16 · EIN 04-3638035 | Consulting | $93,703 |
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 | $50,100 | $32,929+52.1% | $76,518-34.5% | $68,904-27.3% |
| Participation rate | 35.2% | 38.1%-3.0pp | 68.0%-32.8pp | 74.1%-39.0pp |
| Annual return | 4.81% | 7.15%-2.3pp | -0.27%+5.1pp | 1.07%+3.7pp |
| Employer contribution / active EE | $1,433 | $904+58.5% | $2,647-45.9% | $2,540-43.6% |
| Participant deferral / active EE | $2,590 | $1,310+97.7% | $3,836-32.5% | $4,015-35.5% |
| Admin fee / account holder | $101 | $93+8.5% | $4,849-97.9% | $71+41.7% |