Filed February 5, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD FIDUCIARY TRUST CO Service code 15 · EIN 23-2186884 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Recordkeeping | $102,478 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 20 STANWIX ST. SUITE 800 · PITTSBURGH, PA 15222 | Accounting | $13,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,945 | $95,918-18.7% | $151,611-48.6% | $77,904+0.1% |
| Participation rate | 94.7% | 88.7%+6.0pp | 87.5%+7.2pp | 73.7%+21.0pp |
| Annual return | -16.83% | -5.50%-11.3pp | 3.33%-20.2pp | 12.21%-29.0pp |
| Employer contribution / active EE | $5,213 | $4,330+20.4% | $6,166-15.5% | $2,848+83.1% |
| Participant deferral / active EE | $5,128 | $7,508-31.7% | $8,363-38.7% | $4,806+6.7% |
| Admin fee / account holder | $48 | $93-48.2% | $11,616-99.6% | $133-63.5% |