Filed September 26, 2017 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $196,516 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,078 | $63,964+20.5% | $147,618-47.8% | $67,505+14.2% |
| Participation rate | 57.5% | 68.6%-11.1pp | 84.6%-27.2pp | 71.2%-13.8pp |
| Annual return | 1.05% | 9.05%-8.0pp | 61.98%-60.9pp | 6.52%-5.5pp |
| Employer contribution / active EE | $1,348 | $1,618-16.7% | $5,564-75.8% | $2,173-37.9% |
| Participant deferral / active EE | $3,088 | $2,589+19.3% | $4,895-36.9% | $3,597-14.1% |
| Admin fee / account holder | $48 | $43+13.3% | $11,612-99.6% | $56-13.6% |