Filed September 26, 2017 (most recent of 3 filings on file)
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| 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,850 | $45,000+88.6% | $143,757-41.0% | $77,904+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 | 12.21%-27.6pp |
| Employer contribution / active EE | $2,151 | $1,870+15.0% | $4,951-56.6% | $2,848-24.5% |
| Participant deferral / active EE | $7,062 | $3,157+123.7% | $5,637+25.3% | $4,806+46.9% |
| Admin fee / account holder | $121 | $98+22.9% | $14,673-99.2% | $133-8.7% |