Filed January 3, 2018
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,220 |
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 | $37,131 | $101,539-63.4% | $147,041-74.7% | $74,400-50.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.27% | 8740.84%-8725.6pp | 419.21%-403.9pp | 1367.51%-1352.2pp |
| Employer contribution / active EE | $2,273 | $3,811-40.4% | $4,935-53.9% | $2,624-13.4% |
| Participant deferral / active EE | $3,760 | $7,304-48.5% | $8,071-53.4% | $4,348-13.5% |
| Admin fee / account holder | $28 | $1,749-98.4% | $13,006-99.8% | $1,944-98.6% |