Filed July 3, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,127 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,939 | $75,388-70.9% | $123,544-82.2% | $55,725-60.6% |
| Participation rate | 75.4% | 75.7%-0.3pp | 82.3%-6.9pp | 70.9%+4.5pp |
| Annual return | -2.35% | 4.48%-6.8pp | 119.20%-121.5pp | 244.93%-247.3pp |
| Employer contribution / active EE | $855 | $3,063-72.1% | $4,628-81.5% | $2,078-58.9% |
| Participant deferral / active EE | $2,940 | $5,651-48.0% | $6,426-54.2% | $3,356-12.4% |
| Admin fee / account holder | $76 | $120-36.9% | $9,284-99.2% | $115-34.4% |