Filed August 1, 2018
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $590,946 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $166,181 |
Service code 16 · EIN 04-3638035 | Consulting | $123,757 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,369 | $45,719+64.9% | $96,139-21.6% | $93,030-19.0% |
| Participation rate | 97.2% | 45.8%+51.4pp | 68.4%+28.8pp | 73.9%+23.3pp |
| Annual return | 18.09% | 3211.95%-3193.9pp | 191.94%-173.9pp | 158.70%-140.6pp |
| Employer contribution / active EE | $6,005 | $1,139+427.4% | $2,797+114.7% | $2,706+121.9% |
| Participant deferral / active EE | $11,825 | $2,344+404.4% | $4,349+171.9% | $4,562+159.2% |
| Admin fee / account holder | $130 | $128+1.4% | $5,537-97.7% | $152-14.4% |