Filed April 23, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $217,854 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $140,167 |
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 | $138,944 | $65,960+110.6% | $81,882+69.7% | $77,762+78.7% |
| Participation rate | 98.3% | 65.8%+32.6pp | 72.4%+26.0pp | 70.6%+27.8pp |
| Annual return | 14.65% | 26.64%-12.0pp | 779.47%-764.8pp | 31.27%-16.6pp |
| Employer contribution / active EE | $14,744 | $2,375+520.8% | $2,916+405.6% | $2,728+440.5% |
| Participant deferral / active EE | $10,125 | $3,505+188.8% | $4,323+134.2% | $4,651+117.7% |
| Admin fee / account holder | $224 | $526-57.5% | $7,360-97.0% | $433-48.3% |