Filed December 5, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $120 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,617 | $80,753-78.2% | $136,298-87.1% | $62,293-71.7% |
| Participation rate | 96.9% | 73.5%+23.4pp | 81.9%+15.0pp | 69.5%+27.4pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5156.27%-5156.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $4,047 | $2,884+40.3% | $4,696-13.8% | $2,042+98.2% |
| Participant deferral / active EE | $10,629 | $5,164+105.8% | $6,247+70.1% | $3,169+235.4% |
| Admin fee / account holder | $1 | $525-99.8% | $9,244-100.0% | $479-99.8% |