Filed February 2, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,378 |
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 | $105,545 | $168,477-37.4% | $105,387+0.2% | $77,775+35.7% |
| Participation rate | 98.6% | 91.6%+6.9pp | 82.6%+16.0pp | 73.2%+25.4pp |
| Annual return | 28.03% | 25.62%+2.4pp | 26.82%+1.2pp | 32.58%-4.6pp |
| Employer contribution / active EE | $8,949 | $4,957+80.5% | $4,213+112.4% | $2,504+257.4% |
| Participant deferral / active EE | $12,300 | $8,141+51.1% | $5,502+123.5% | $3,966+210.1% |
| Admin fee / account holder | $33 | $103-67.6% | $6,559-99.5% | $100-66.8% |