Filed September 26, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $725,425 |
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 | $91,661 | $56,095+63.4% | $178,490-48.6% | $90,288+1.5% |
| Participation rate | 97.3% | 65.6%+31.8pp | 81.9%+15.4pp | 73.4%+24.0pp |
| Annual return | 16.36% | 28.81%-12.5pp | 151.07%-134.7pp | 53.97%-37.6pp |
| Employer contribution / active EE | $2,846 | $1,572+81.0% | $5,011-43.2% | $2,524+12.8% |
| Participant deferral / active EE | $6,207 | $2,669+132.6% | $5,202+19.3% | $4,232+46.7% |
| Admin fee / account holder | $124 | $101+23.1% | $13,984-99.1% | $114+8.7% |