Filed February 7, 2020
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,780 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,686 | $65,263+51.2% | $90,223+9.4% | $55,191+78.8% |
| Participation rate | 98.4% | 79.0%+19.4pp | 79.0%+19.3pp | 69.2%+29.2pp |
| Annual return | -2.86% | 2.81%-5.7pp | 1.31%-4.2pp | 10.78%-13.6pp |
| Employer contribution / active EE | $6,253 | $4,153+50.6% | $4,378+42.8% | $1,899+229.3% |
| Participant deferral / active EE | $9,736 | $5,564+75.0% | $5,792+68.1% | $3,046+219.6% |
| Admin fee / account holder | $14 | $116-87.8% | $7,406-99.8% | $91-84.4% |