Filed January 3, 2018
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,946 |
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 | $24,945 | $84,487-70.5% | $125,339-80.1% | $66,914-62.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -14.00% | -8.39%-5.6pp | 572.05%-586.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,364 | $3,553-33.5% | $4,814-50.9% | $2,544-7.1% |
| Participant deferral / active EE | $4,052 | $6,781-40.2% | $7,446-45.6% | $4,237-4.4% |
| Admin fee / account holder | $29 | $685-95.8% | $10,010-99.7% | $593-95.1% |