Filed February 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,605 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,298 | $74,498-74.1% | $94,229-79.5% | $59,188-67.4% |
| Participation rate | 93.6% | 76.8%+16.8pp | 78.8%+14.8pp | 69.4%+24.1pp |
| Annual return | 25.10% | 2.76%+22.3pp | 10.68%+14.4pp | 5.51%+19.6pp |
| Employer contribution / active EE | $3,824 | $2,077+84.1% | $3,587+6.6% | $2,098+82.3% |
| Participant deferral / active EE | $5,403 | $3,433+57.4% | $4,320+25.1% | $3,265+65.5% |
| Admin fee / account holder | $1 | $103-98.9% | $6,269-100.0% | $92-98.7% |