Filed September 22, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $113,377 |
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 | $40,682 | $69,231-41.2% | $91,994-55.8% | $67,579-39.8% |
| Participation rate | 96.5% | 78.9%+17.6pp | 78.6%+17.8pp | 71.3%+25.2pp |
| Annual return | 26.24% | 32.03%-5.8pp | 69.04%-42.8pp | 378.56%-352.3pp |
| Employer contribution / active EE | $5,394 | $2,284+136.1% | $3,453+56.2% | $2,148+151.1% |
| Participant deferral / active EE | $4,161 | $5,854-28.9% | $5,924-29.8% | $3,539+17.6% |
| Admin fee / account holder | $123 | $107+14.7% | $7,744-98.4% | $142-13.4% |