Filed February 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,125 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,350 | $69,159-56.1% | $125,195-75.8% | $67,584-55.1% |
| Participation rate | 97.4% | 78.2%+19.2pp | 79.8%+17.6pp | 71.3%+26.1pp |
| Annual return | 13.35% | 27.12%-13.8pp | 43.79%-30.4pp | 378.59%-365.2pp |
| Employer contribution / active EE | $1,345 | $2,023-33.5% | $3,866-65.2% | $2,148-37.4% |
| Participant deferral / active EE | $5,875 | $3,700+58.8% | $4,937+19.0% | $3,540+66.0% |
| Admin fee / account holder | $6 | $142-95.5% | $9,704-99.9% | $142-95.5% |