Filed February 2, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $130,547 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $64,261 |
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 | $181,204 | $167,950+7.9% | $112,899+60.5% | $80,157+126.1% |
| Participation rate | 99.1% | 94.5%+4.5pp | 80.5%+18.5pp | 72.9%+26.1pp |
| Annual return | 19.95% | 18.78%+1.2pp | 34.11%-14.2pp | 40.39%-20.4pp |
| Employer contribution / active EE | $11,282 | $6,272+79.9% | $4,566+147.1% | $2,977+278.9% |
| Participant deferral / active EE | $16,551 | $9,857+67.9% | $6,516+154.0% | $5,015+230.0% |
| Admin fee / account holder | $102 | $104-1.6% | $7,047-98.6% | $145-29.6% |