Filed May 7, 2015
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,818 |
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).
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 | $23,615 | $35,485-33.4% | $74,549-68.3% | $55,725-57.6% |
| Participation rate | 42.2% | 62.5%-20.4pp | 69.1%-27.0pp | 70.9%-28.7pp |
| Annual return | -3.59% | 0.72%-4.3pp | 32.53%-36.1pp | 244.93%-248.5pp |
| Employer contribution / active EE | $2,616 | $777+236.5% | $1,961+33.4% | $2,078+25.9% |
| Participant deferral / active EE | $2,331 | $2,181+6.9% | $3,108-25.0% | $3,356-30.5% |
| Admin fee / account holder | $17 | $114-84.8% | $5,059-99.7% | $115-84.9% |