Filed September 26, 2017 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $389,872 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $389,812 |
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 | $104,242 | $68,110+53.0% | $155,556-33.0% | $99,313+5.0% |
| Participation rate | 95.3% | 67.8%+27.5pp | 78.2%+17.1pp | 71.7%+23.6pp |
| Annual return | 13.79% | 16.16%-2.4pp | 64.84%-51.0pp | 17.67%-3.9pp |
| Employer contribution / active EE | $3,686 | $2,291+60.9% | $4,675-21.2% | $3,264+12.9% |
| Participant deferral / active EE | $7,107 | $3,865+83.9% | $5,631+26.2% | $5,346+33.0% |
| Admin fee / account holder | $111 | $94+18.4% | $15,885-99.3% | $109+1.9% |