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 |
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 | $90,107-51.5% | $182,262-76.0% | $69,733-37.3% |
| Participation rate | 99.2% | 64.8%+34.4pp | 84.2%+15.0pp | 62.5%+36.7pp |
| Annual return | 13.68% | 95.58%-81.9pp | 140.60%-126.9pp | 15.22%-1.5pp |
| Employer contribution / active EE | $2,097 | $3,043-31.1% | $5,046-58.4% | $2,250-6.8% |
| Participant deferral / active EE | $3,782 | $5,135-26.4% | $8,276-54.3% | $3,054+23.8% |
| Admin fee / account holder | $14 | $3,377-99.6% | $16,712-99.9% | $3,102-99.5% |