Filed September 26, 2017 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $443,740 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $310,977 |
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 | $102,292 | $67,512+51.5% | $185,854-45.0% | $93,010+10.0% |
| Participation rate | 96.4% | 67.1%+29.3pp | 81.7%+14.7pp | 73.9%+22.5pp |
| Annual return | 15.09% | 21.04%-6.0pp | 122.12%-107.0pp | 158.70%-143.6pp |
| Employer contribution / active EE | $2,986 | $1,783+67.5% | $5,169-42.2% | $2,705+10.4% |
| Participant deferral / active EE | $6,794 | $3,035+123.8% | $5,569+22.0% | $4,561+49.0% |
| Admin fee / account holder | $123 | $318-61.3% | $16,246-99.2% | $152-18.9% |