Filed August 29, 2018 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,167 | $166,271+61.9% | $113,397+137.4% | $166,271+61.9% |
| Participation rate | 92.0% | 79.1%+12.9pp | 76.5%+15.5pp | 79.1%+12.9pp |
| Annual return | 119.55% | 15.58%+104.0pp | 23.20%+96.3pp | 15.58%+104.0pp |
| Employer contribution / active EE | $3,579 | $4,136-13.5% | $2,977+20.2% | $4,136-13.5% |
| Participant deferral / active EE | $9,131 | $7,214+26.6% | $5,076+79.9% | $7,214+26.6% |
| Admin fee / account holder | $50 | $445-88.7% | $11,957-99.6% | $445-88.7% |