Filed September 26, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $538,284 |
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 | $82,237 | $44,989+82.8% | $170,442-51.8% | $77,958+5.5% |
| Participation rate | 97.5% | 64.6%+32.9pp | 83.6%+13.9pp | 71.6%+25.9pp |
| Annual return | 21.27% | 19.61%+1.7pp | 205.93%-184.7pp | 20.87%+0.4pp |
| Employer contribution / active EE | $2,127 | $1,466+45.1% | $5,433-60.8% | $2,310-7.9% |
| Participant deferral / active EE | $5,243 | $2,208+137.5% | $4,939+6.1% | $3,537+48.3% |
| Admin fee / account holder | $112 | $69+63.0% | $13,880-99.2% | $97+15.4% |