Filed February 5, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD FIDUCIARY TRUST CO Service code 15 · EIN 23-2186884 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Recordkeeping | $70,798 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 20 STANWIX ST. SUITE 800 · PITTSBURGH, PA 15222 | Accounting | $10,250 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $75,993 | $95,776-20.7% | $162,163-53.1% | $77,787-2.3% |
| Participation rate | 95.0% | 88.6%+6.4pp | 87.6%+7.5pp | 73.2%+21.8pp |
| Annual return | 21.22% | 37.03%-15.8pp | 115.59%-94.4pp | 32.57%-11.4pp |
| Employer contribution / active EE | $4,560 | $3,874+17.7% | $5,614-18.8% | $2,504+82.1% |
| Participant deferral / active EE | $4,294 | $6,125-29.9% | $7,298-41.2% | $3,967+8.2% |
| Admin fee / account holder | $39 | $88-55.4% | $10,843-99.6% | $100-61.0% |