Filed April 11, 2019 (most recent of 12 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $888,832 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $360,472 | $120,005+200.4% | $68,509+426.2% | $67,505+434.0% |
| Participation rate | 92.7% | 87.9%+4.8pp | 74.7%+18.0pp | 71.2%+21.5pp |
| Annual return | -4.24% | 2.25%-6.5pp | 8.27%-12.5pp | 6.52%-10.8pp |
| Employer contribution / active EE | $13,751 | $4,267+222.3% | $2,278+503.7% | $2,173+532.8% |
| Participant deferral / active EE | $16,203 | $6,452+151.1% | $3,382+379.0% | $3,597+350.5% |
| Admin fee / account holder | $43 | $71-39.6% | $5,275-99.2% | $56-23.3% |