Filed September 26, 2017 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $442,144 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $303,360 |
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 | $84,850 | $45,000+88.6% | $143,801-41.0% | $77,906+8.9% |
| Participation rate | 95.0% | 66.8%+28.2pp | 80.3%+14.7pp | 73.7%+21.3pp |
| Annual return | -15.35% | 29.03%-44.4pp | -0.04%-15.3pp | 12.16%-27.5pp |
| Employer contribution / active EE | $2,151 | $1,870+15.0% | $4,952-56.6% | $2,846-24.4% |
| Participant deferral / active EE | $7,062 | $3,157+123.7% | $5,639+25.2% | $4,805+47.0% |
| Admin fee / account holder | $121 | $98+22.9% | $14,680-99.2% | $133-8.8% |