Filed January 3, 2018
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,165 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,714 | $75,058-41.8% | $152,301-71.3% | $64,340-32.1% |
| Participation rate | 99.2% | 60.9%+38.3pp | 82.4%+16.8pp | 55.2%+44.0pp |
| Annual return | 13.68% | 29.93%-16.2pp | 80.50%-66.8pp | 24.14%-10.5pp |
| Employer contribution / active EE | $2,097 | $2,605-19.5% | $4,624-54.7% | $1,862+12.6% |
| Participant deferral / active EE | $3,782 | $5,041-25.0% | $8,004-52.8% | $2,980+26.9% |
| Admin fee / account holder | $14 | $4,050-99.7% | $14,398-99.9% | $3,703-99.6% |