Filed July 3, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $85,609 |
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 | $41,852 | $100,801-58.5% | $149,696-72.0% | $73,409-43.0% |
| Participation rate | 70.6% | 77.7%-7.1pp | 82.5%-11.9pp | 72.2%-1.6pp |
| Annual return | 17.37% | 265.34%-248.0pp | 276.60%-259.2pp | 59.29%-41.9pp |
| Employer contribution / active EE | $1,010 | $3,312-69.5% | $4,644-78.2% | $2,234-54.8% |
| Participant deferral / active EE | $3,282 | $6,404-48.8% | $6,842-52.0% | $3,805-13.8% |
| Admin fee / account holder | $147 | $181-18.4% | $9,309-98.4% | $158-6.6% |