Filed August 23, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $134,528 |
THE VANGUARD GROUP, INC.11+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $71,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,283 | $107,741+161.1% | $96,576+191.3% | $79,634+253.2% |
| Participation rate | 94.4% | 79.1%+15.3pp | 81.4%+12.9pp | 62.5%+31.9pp |
| Annual return | 15.62% | 19.24%-3.6pp | 38.47%-22.9pp | 36.46%-20.8pp |
| Employer contribution / active EE | $7,555 | $2,991+152.6% | $3,553+112.6% | $2,529+198.7% |
| Participant deferral / active EE | $14,478 | $7,899+83.3% | $7,956+82.0% | $3,835+277.6% |
| Admin fee / account holder | $334 | $1,150-70.9% | $11,381-97.1% | $1,002-66.7% |