Filed February 5, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD FIDUCIARY TRUST CO Service code 15 · EIN 23-2186884 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Recordkeeping | $112,502 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 39-0859910 20 STANWIX ST. SUITE 800 · PITTSBURGH, PA 15222 | Accounting | $13,550 |
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 | $89,487 | $112,686-20.6% | $169,993-47.4% | $80,160+11.6% |
| Participation rate | 94.7% | 87.4%+7.3pp | 87.0%+7.7pp | 72.9%+21.8pp |
| Annual return | 20.09% | 67.04%-47.0pp | 53.37%-33.3pp | 40.38%-20.3pp |
| Employer contribution / active EE | $4,877 | $4,481+8.8% | $6,785-28.1% | $2,978+63.8% |
| Participant deferral / active EE | $5,178 | $7,876-34.3% | $10,408-50.2% | $5,017+3.2% |
| Admin fee / account holder | $51 | $99-48.1% | $12,815-99.6% | $145-64.5% |