Filed May 7, 2015
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,992 |
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).
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 | $35,564 | $64,286-44.7% | $90,965-60.9% | $73,412-51.6% |
| Participation rate | 58.1% | 63.6%-5.5pp | 69.0%-10.9pp | 72.2%-14.0pp |
| Annual return | 18.20% | 21.46%-3.3pp | 134.57%-116.4pp | 59.30%-41.1pp |
| Employer contribution / active EE | $2,493 | $895+178.7% | $2,122+17.5% | $2,234+11.6% |
| Participant deferral / active EE | $3,470 | $2,453+41.5% | $3,373+2.9% | $3,806-8.8% |
| Admin fee / account holder | $24 | $287-91.6% | $5,960-99.6% | $158-84.7% |