Filed February 7, 2020
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,765 |
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 | $154,876 | $92,303+67.8% | $152,473+1.6% | $86,828+78.4% |
| Participation rate | 96.7% | 81.1%+15.7pp | 78.2%+18.5pp | 72.3%+24.4pp |
| Annual return | 9.77% | 531.69%-521.9pp | 757.59%-747.8pp | 97.95%-88.2pp |
| Employer contribution / active EE | $6,446 | $3,748+72.0% | $4,326+49.0% | $2,406+167.9% |
| Participant deferral / active EE | $11,062 | $5,599+97.6% | $5,817+90.2% | $4,132+167.7% |
| Admin fee / account holder | $23 | $150-84.4% | $15,811-99.9% | $170-86.2% |