Filed February 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,855 |
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 | $28,816 | $61,125-52.9% | $108,582-73.5% | $63,975-55.0% |
| Participation rate | 92.8% | 80.5%+12.3pp | 79.6%+13.2pp | 71.1%+21.6pp |
| Annual return | 17.70% | 14.06%+3.6pp | -51.70%+69.4pp | 48.65%-31.0pp |
| Employer contribution / active EE | $6,249 | $2,237+179.4% | $3,758+66.3% | $2,182+186.4% |
| Participant deferral / active EE | $5,484 | $3,574+53.4% | $4,311+27.2% | $3,356+63.4% |
| Admin fee / account holder | $2 | $72-97.3% | $7,645-100.0% | $70-97.3% |