Filed February 2, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,586 |
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 | $90,152 | $74,024+21.8% | $78,002+15.6% | $57,661+56.3% |
| Participation rate | 95.5% | 79.7%+15.7pp | 75.5%+19.9pp | 70.2%+25.2pp |
| Annual return | 11.38% | 12.14%-0.8pp | 425.99%-414.6pp | 5.13%+6.2pp |
| Employer contribution / active EE | $7,976 | $2,365+237.2% | $2,470+222.9% | $1,974+304.1% |
| Participant deferral / active EE | $12,171 | $3,533+244.5% | $3,497+248.1% | $3,061+297.7% |
| Admin fee / account holder | $15 | $93-84.1% | $5,481-99.7% | $95-84.4% |