Filed February 5, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $498,368 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,545 | $111,651-7.3% | $86,645+19.5% | $101,555+2.0% |
| Participation rate | 97.4% | 83.2%+14.2pp | 71.7%+25.8pp | 74.5%+22.9pp |
| Annual return | 14.19% | 19.55%-5.4pp | 63.52%-49.3pp | 21.00%-6.8pp |
| Employer contribution / active EE | $2,924 | $3,410-14.3% | $2,496+17.1% | $2,972-1.6% |
| Participant deferral / active EE | $5,073 | $4,831+5.0% | $3,700+37.1% | $4,874+4.1% |
| Admin fee / account holder | $66 | $79-17.2% | $5,830-98.9% | $139-53.0% |