Filed August 21, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $15,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,990 | $65,435-45.0% | $86,677-58.5% | $66,914-46.2% |
| Participation rate | 49.6% | 75.5%-25.8pp | 76.6%-27.0pp | 69.8%-20.2pp |
| Annual return | -11.16% | -10.89%-0.3pp | 35.91%-47.1pp | 1.58%-12.7pp |
| Employer contribution / active EE | $1,299 | $2,153-39.7% | $2,836-54.2% | $2,544-48.9% |
| Participant deferral / active EE | $2,463 | $4,100-39.9% | $4,656-47.1% | $4,237-41.9% |
| Admin fee / account holder | $173 | $642-73.1% | $7,493-97.7% | $593-70.9% |