Filed May 7, 2015
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,604 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,505 | $48,064-36.5% | $78,778-61.3% | $69,631-56.2% |
| Participation rate | 31.9% | 61.6%-29.6pp | 69.2%-37.3pp | 70.7%-38.8pp |
| Annual return | 194.61% | 21.81%+172.8pp | 35.62%+159.0pp | 27571.02%-27376.4pp |
| Employer contribution / active EE | $1,916 | $744+157.6% | $1,986-3.5% | $2,032-5.7% |
| Participant deferral / active EE | $1,536 | $2,079-26.1% | $2,958-48.1% | $3,224-52.3% |
| Admin fee / account holder | $9 | $152-94.4% | $5,134-99.8% | $110-92.3% |