Filed February 2, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,726 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,620 | $62,324+31.0% | $68,509+19.1% | $55,191+47.9% |
| Participation rate | 99.3% | 78.9%+20.4pp | 74.7%+24.6pp | 69.2%+30.1pp |
| Annual return | 0.99% | 4.26%-3.3pp | 8.27%-7.3pp | 10.78%-9.8pp |
| Employer contribution / active EE | $7,309 | $2,223+228.8% | $2,278+220.9% | $1,899+285.0% |
| Participant deferral / active EE | $11,044 | $3,425+222.4% | $3,382+226.5% | $3,046+262.5% |
| Admin fee / account holder | $30 | $91-67.7% | $5,275-99.4% | $91-67.5% |