Filed September 26, 2017 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $413,424 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $329,725 |
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 | $99,232 | $50,169+97.8% | $149,740-33.7% | $80,187+23.8% |
| Participation rate | 95.0% | 64.3%+30.7pp | 78.8%+16.2pp | 72.9%+22.0pp |
| Annual return | 19.07% | 29.82%-10.7pp | 134.51%-115.4pp | 40.40%-21.3pp |
| Employer contribution / active EE | $3,596 | $1,869+92.3% | $4,821-25.4% | $2,980+20.7% |
| Participant deferral / active EE | $7,198 | $3,194+125.3% | $5,683+26.6% | $5,016+43.5% |
| Admin fee / account holder | $116 | $153-24.3% | $13,222-99.1% | $145-20.2% |