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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,714 | $100,923-56.7% | $150,045-70.9% | $74,304-41.2% |
| Participation rate | 99.2% | 70.1%+29.1pp | 82.3%+16.9pp | 60.3%+38.9pp |
| Annual return | 13.68% | 51.77%-38.1pp | 62.55%-48.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $2,097 | $3,463-39.4% | $4,693-55.3% | $2,241-6.4% |
| Participant deferral / active EE | $3,782 | $6,709-43.6% | $7,997-52.7% | $3,767+0.4% |
| Admin fee / account holder | $14 | $2,767-99.5% | $13,435-99.9% | $2,969-99.5% |