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 | $66,004+110.5% | $81,820+69.8% | $77,714+78.8% |
| Participation rate | 98.3% | 65.8%+32.5pp | 72.4%+26.0pp | 70.6%+27.8pp |
| Annual return | 14.65% | 26.65%-12.0pp | 777.93%-763.3pp | 31.26%-16.6pp |
| Employer contribution / active EE | $14,744 | $2,375+520.8% | $2,915+405.8% | $2,727+440.7% |
| Participant deferral / active EE | $10,125 | $3,508+188.6% | $4,323+134.2% | $4,649+117.8% |
| Admin fee / account holder | $224 | $527-57.6% | $7,391-97.0% | $433-48.4% |