Filed February 7, 2020
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| 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,876 | $92,303+67.8% | $152,466+1.6% | $86,799+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 | 757.33%-747.6pp | 97.91%-88.1pp |
| Employer contribution / active EE | $6,446 | $3,748+72.0% | $4,327+49.0% | $2,405+168.0% |
| Participant deferral / active EE | $11,062 | $5,599+97.6% | $5,820+90.1% | $4,131+167.8% |
| Admin fee / account holder | $23 | $150-84.4% | $15,805-99.9% | $170-86.2% |