Filed December 5, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $392 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,682 | $73,102-67.6% | $123,552-80.8% | $56,287-57.9% |
| Participation rate | 95.8% | 74.3%+21.5pp | 82.3%+13.5pp | 69.9%+25.9pp |
| Annual return | -13.08% | 3.01%-16.1pp | 119.20%-132.3pp | -9.96%-3.1pp |
| Employer contribution / active EE | $4,943 | $2,977+66.0% | $4,628+6.8% | $2,111+134.1% |
| Participant deferral / active EE | $9,432 | $5,423+73.9% | $6,426+46.8% | $3,350+181.6% |
| Admin fee / account holder | $2 | $554-99.6% | $9,285-100.0% | $521-99.6% |