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 | $3,235 |
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).
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 | $8,481 | $57,096-85.1% | $94,229-91.0% | $55,191-84.6% |
| Participation rate | 87.2% | 75.7%+11.6pp | 78.8%+8.4pp | 69.2%+18.1pp |
| Annual return | 27.88% | 159.65%-131.8pp | 10.68%+17.2pp | 10.78%+17.1pp |
| Employer contribution / active EE | $969 | $1,708-43.2% | $3,587-73.0% | $1,899-49.0% |
| Participant deferral / active EE | $3,170 | $3,165+0.1% | $4,320-26.6% | $3,046+4.0% |
| Admin fee / account holder | $1 | $89-99.2% | $6,269-100.0% | $91-99.2% |