Filed April 23, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $231,979 |
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 | $118,745 | $52,626+125.6% | $98,483+20.6% | $93,010+27.7% |
| Participation rate | 97.6% | 65.3%+32.3pp | 73.3%+24.3pp | 73.9%+23.7pp |
| Annual return | 0.00% | 16.95%-16.9pp | 1494.38%-1494.4pp | 158.70%-158.7pp |
| Employer contribution / active EE | $11,339 | $1,894+498.8% | $2,961+283.0% | $2,705+319.2% |
| Participant deferral / active EE | $3,965 | $2,907+36.4% | $4,276-7.3% | $4,561-13.1% |
| Admin fee / account holder | $137 | $102+33.9% | $5,953-97.7% | $152-9.8% |