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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,167 | $237,678+13.2% | $113,168+137.8% | $140,769+91.2% |
| Participation rate | 92.0% | 92.1%-0.1pp | 76.6%+15.4pp | 74.2%+17.8pp |
| Annual return | 119.55% | 20.63%+98.9pp | 24.27%+95.3pp | 16.82%+102.7pp |
| Employer contribution / active EE | $3,579 | $6,583-45.6% | $2,975+20.3% | $3,906-8.4% |
| Participant deferral / active EE | $9,131 | $11,080-17.6% | $5,107+78.8% | $6,717+35.9% |
| Admin fee / account holder | $50 | $66-23.7% | $12,068-99.6% | $229-78.1% |