Filed July 1, 2015
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,820 |
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 | $96,427 | $69,159+39.4% | $125,195-23.0% | $67,584+42.7% |
| Participation rate | 95.4% | 78.2%+17.2pp | 79.8%+15.6pp | 71.3%+24.1pp |
| Annual return | 19.81% | 27.12%-7.3pp | 43.79%-24.0pp | 378.59%-358.8pp |
| Employer contribution / active EE | $5,663 | $2,023+179.9% | $3,866+46.5% | $2,148+163.6% |
| Participant deferral / active EE | $5,306 | $3,700+43.4% | $4,937+7.5% | $3,540+49.9% |
| Admin fee / account holder | $46 | $142-67.5% | $9,704-99.5% | $142-67.6% |