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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,945 | $84,493-70.5% | $125,381-80.1% | $66,938-62.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -14.00% | -8.49%-5.5pp | 572.31%-586.3pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,364 | $3,554-33.5% | $4,815-50.9% | $2,545-7.1% |
| Participant deferral / active EE | $4,052 | $6,783-40.3% | $7,448-45.6% | $4,238-4.4% |
| Admin fee / account holder | $29 | $685-95.8% | $10,007-99.7% | $594-95.1% |