Filed September 26, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $609,457 |
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 | $69,617 | $45,382+53.4% | $154,107-54.8% | $75,289-7.5% |
| Participation rate | 97.6% | 65.9%+31.7pp | 83.0%+14.6pp | 72.4%+25.2pp |
| Annual return | -3.77% | -0.47%-3.3pp | 735.12%-738.9pp | -0.04%-3.7pp |
| Employer contribution / active EE | $2,415 | $1,533+57.6% | $5,298-54.4% | $2,405+0.4% |
| Participant deferral / active EE | $5,353 | $2,384+124.5% | $5,081+5.4% | $3,739+43.2% |
| Admin fee / account holder | $115 | $89+29.0% | $13,411-99.1% | $102+12.6% |