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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,714 | $82,133-46.8% | $147,318-70.3% | $64,097-31.8% |
| Participation rate | 99.2% | 62.3%+36.9pp | 82.1%+17.1pp | 55.2%+44.0pp |
| Annual return | 13.68% | 78.78%-65.1pp | 70.43%-56.8pp | 34.64%-21.0pp |
| Employer contribution / active EE | $2,097 | $2,872-27.0% | $4,593-54.3% | $1,891+10.9% |
| Participant deferral / active EE | $3,782 | $5,407-30.1% | $7,906-52.2% | $3,080+22.8% |
| Admin fee / account holder | $14 | $3,730-99.6% | $13,708-99.9% | $3,454-99.6% |