Filed February 5, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD FIDUCIARY TRUST CO Service code 15 · EIN 23-2186884 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Recordkeeping | $94,390 |
BAKER TILLY US, LLP2 years 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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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 | $87,868 | $110,699-20.6% | $177,848-50.6% | $90,274-2.7% |
| Participation rate | 94.6% | 88.3%+6.2pp | 87.7%+6.9pp | 73.4%+21.2pp |
| Annual return | 16.25% | 22.79%-6.5pp | 48.33%-32.1pp | 53.97%-37.7pp |
| Employer contribution / active EE | $4,684 | $4,118+13.7% | $5,919-20.9% | $2,523+85.6% |
| Participant deferral / active EE | $4,491 | $6,731-33.3% | $7,714-41.8% | $4,231+6.1% |
| Admin fee / account holder | $48 | $90-46.9% | $12,431-99.6% | $114-58.1% |