Filed August 21, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $14,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,469 | $73,638-64.1% | $95,960-72.4% | $73,493-64.0% |
| Participation rate | 53.5% | 76.2%-22.7pp | 77.1%-23.6pp | 70.7%-17.2pp |
| Annual return | 15.31% | 16.78%-1.5pp | 91.63%-76.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,068 | $1,863-42.7% | $2,541-58.0% | $2,270-53.0% |
| Participant deferral / active EE | $2,098 | $3,617-42.0% | $4,167-49.6% | $3,740-43.9% |
| Admin fee / account holder | $211 | $482-56.2% | $6,797-96.9% | $513-58.9% |