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 | $88,360-50.5% | $145,433-69.9% | $67,986-35.7% |
| Participation rate | 99.2% | 65.5%+33.7pp | 82.1%+17.1pp | 57.2%+42.0pp |
| Annual return | 13.68% | 63.15%-49.5pp | 66.58%-52.9pp | 31.67%-18.0pp |
| Employer contribution / active EE | $2,097 | $3,054-31.3% | $4,554-54.0% | $2,019+3.9% |
| Participant deferral / active EE | $3,782 | $5,932-36.2% | $7,897-52.1% | $3,358+12.6% |
| Admin fee / account holder | $14 | $3,313-99.6% | $13,129-99.9% | $3,203-99.6% |