Filed February 7, 2020
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,650 |
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 | $121,865 | $72,658+67.7% | $127,803-4.6% | $67,584+80.3% |
| Participation rate | 96.6% | 80.0%+16.6pp | 79.0%+17.6pp | 71.3%+25.3pp |
| Annual return | 36.72% | 26.49%+10.2pp | 26.14%+10.6pp | 378.59%-341.9pp |
| Employer contribution / active EE | $5,575 | $3,988+39.8% | $4,576+21.8% | $2,148+159.5% |
| Participant deferral / active EE | $9,416 | $5,383+74.9% | $6,023+56.3% | $3,540+166.0% |
| Admin fee / account holder | $24 | $127-81.2% | $9,399-99.7% | $142-83.2% |