Filed April 30, 2018 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,047 | $49,270-32.9% | $156,551-78.9% | $329,111-90.0% |
| Participation rate | 6.0% | 68.1%-62.1pp | 84.0%-78.0pp | 67.9%-61.9pp |
| Annual return | 9.12% | 23.25%-14.1pp | 32.23%-23.1pp | 16.35%-7.2pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $256 | $2,920-91.2% | $4,871-94.7% | $3,682-93.0% |
| Admin fee / account holder | $12 | $51-75.5% | $13,028-99.9% | $754-98.4% |