Filed September 26, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $352,676 |
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 | $74,011 | $37,213+98.9% | $156,549-52.7% | $63,975+15.7% |
| Participation rate | 97.4% | 65.0%+32.4pp | 84.0%+13.4pp | 71.1%+26.3pp |
| Annual return | 8.52% | 47.89%-39.4pp | 32.23%-23.7pp | 48.65%-40.1pp |
| Employer contribution / active EE | $2,090 | $1,357+54.0% | $5,501-62.0% | $2,182-4.2% |
| Participant deferral / active EE | $5,021 | $2,070+142.5% | $4,871+3.1% | $3,356+49.6% |
| Admin fee / account holder | $79 | $56+41.0% | $13,027-99.4% | $70+12.8% |