Filed February 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,980 |
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 | $17,834 | $71,666-75.1% | $117,861-84.9% | $69,634-74.4% |
| Participation rate | 89.1% | 77.5%+11.5pp | 79.7%+9.4pp | 70.7%+18.4pp |
| Annual return | 19.12% | 18.86%+0.3pp | 335.11%-316.0pp | 27572.26%-27553.1pp |
| Employer contribution / active EE | $968 | $1,889-48.8% | $3,786-74.4% | $2,032-52.4% |
| Participant deferral / active EE | $4,133 | $3,340+23.8% | $4,482-7.8% | $3,224+28.2% |
| Admin fee / account holder | $4 | $120-96.5% | $8,021-99.9% | $110-96.2% |