Filed February 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,061 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,834 | $96,486+44.9% | $153,643-9.0% | $77,736+79.9% |
| Participation rate | 95.3% | 81.6%+13.7pp | 77.1%+18.2pp | 70.6%+24.8pp |
| Annual return | 12.82% | 14.44%-1.6pp | 15.71%-2.9pp | 31.26%-18.4pp |
| Employer contribution / active EE | $6,490 | $5,224+24.2% | $5,039+28.8% | $2,728+137.9% |
| Participant deferral / active EE | $10,544 | $6,609+59.5% | $6,754+56.1% | $4,651+126.7% |
| Admin fee / account holder | $29 | $182-84.0% | $12,739-99.8% | $433-93.3% |