Filed February 5, 2018 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD FIDUCIARY TRUST CO Service code 15 · EIN 23-2186884 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Recordkeeping | $104,931 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 20 STANWIX ST. SUITE 800 · PITTSBURGH, PA 15222 | Accounting | $10,500 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 3 reportable transactions
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,444 | $118,337-11.7% | $189,520-44.9% | $93,010+12.3% |
| Participation rate | 87.8% | 89.1%-1.2pp | 87.8%0pp | 73.9%+13.9pp |
| Annual return | 23.16% | 21.77%+1.4pp | 555.25%-532.1pp | 158.70%-135.5pp |
| Employer contribution / active EE | $4,619 | $4,204+9.9% | $6,161-25.0% | $2,705+70.7% |
| Participant deferral / active EE | $4,660 | $7,123-34.6% | $8,220-43.3% | $4,561+2.2% |
| Admin fee / account holder | $52 | $100-48.1% | $12,046-99.6% | $152-65.9% |