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% | $112,504+61.1% | $80,187+126.0% |
| Participation rate | 99.1% | 94.5%+4.5pp | 80.6%+18.5pp | 72.9%+26.1pp |
| Annual return | 19.95% | 18.78%+1.2pp | 34.13%-14.2pp | 40.40%-20.5pp |
| Employer contribution / active EE | $11,282 | $6,272+79.9% | $4,571+146.8% | $2,980+278.6% |
| Participant deferral / active EE | $16,551 | $9,857+67.9% | $6,522+153.8% | $5,016+229.9% |
| Admin fee / account holder | $102 | $104-1.6% | $7,048-98.6% | $145-29.6% |