Filed December 18, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,331 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,553 | $69,511+139.6% | $94,672+75.9% | $71,529+132.8% |
| Participation rate | 99.2% | 78.4%+20.8pp | 80.8%+18.4pp | 67.9%+31.3pp |
| Annual return | 20.60% | 29.67%-9.1pp | 156.89%-136.3pp | 28.97%-8.4pp |
| Employer contribution / active EE | $51 | $2,853-98.2% | $3,673-98.6% | $2,590-98.0% |
| Participant deferral / active EE | $11,735 | $7,348+59.7% | $7,417+58.2% | $4,291+173.5% |
| Admin fee / account holder | $19 | $1,211-98.4% | $7,222-99.7% | $1,588-98.8% |