Filed December 29, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $574,156 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $342,288 |
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 | $238,675 | $119,626+99.5% | $147,041+62.3% | $99,187+140.6% |
| Participation rate | 98.7% | 73.4%+25.2pp | 82.2%+16.5pp | 71.7%+27.0pp |
| Annual return | 14.26% | 28.81%-14.6pp | 419.21%-404.9pp | 17.66%-3.4pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $4,935-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $15,018 | $7,997+87.8% | $8,071+86.1% | $5,339+181.3% |
| Admin fee / account holder | $72 | $150-51.7% | $13,006-99.4% | $109-33.7% |