Filed January 23, 2017 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,921 | $33,232-49.1% | $71,793-76.4% | $63,975-73.6% |
| Participation rate | 33.6% | 60.1%-26.5pp | 69.1%-35.5pp | 71.1%-37.6pp |
| Annual return | 7.80% | 11.99%-4.2pp | 78.04%-70.2pp | 48.65%-40.9pp |
| Employer contribution / active EE | $196 | $723-72.9% | $1,924-89.8% | $2,182-91.0% |
| Participant deferral / active EE | $423 | $1,604-73.6% | $2,794-84.8% | $3,356-87.4% |
| Admin fee / account holder | $15 | $63-76.5% | $4,815-99.7% | $70-78.8% |