Filed March 22, 2018
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,629 |
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 | $34,987 | $53,204-34.2% | $155,556-77.5% | $200,096-82.5% |
| Participation rate | 96.3% | 64.1%+32.2pp | 78.2%+18.1pp | 72.0%+24.3pp |
| Annual return | 19.93% | 41.02%-21.1pp | 64.84%-44.9pp | 34.26%-14.3pp |
| Employer contribution / active EE | $2,680 | $1,850+44.9% | $4,675-42.7% | $3,038-11.8% |
| Participant deferral / active EE | $4,097 | $3,163+29.5% | $5,631-27.2% | $5,090-19.5% |
| Admin fee / account holder | $66 | $186-64.7% | $15,885-99.6% | $269-75.7% |