Filed March 22, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,640 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,393 | $82,032+90.6% | $123,104+27.0% | $59,632+162.3% |
| Participation rate | 95.9% | 83.2%+12.7pp | 86.8%+9.1pp | 68.7%+27.2pp |
| Annual return | -0.06% | 5.12%-5.2pp | 13.22%-13.3pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $801 | $3,297-75.7% | $5,151-84.4% | $2,203-63.6% |
| Participant deferral / active EE | $8,529 | $4,667+82.8% | $6,230+36.9% | $3,192+167.2% |
| Admin fee / account holder | $13 | $5,881-99.8% | $9,015-99.9% | $4,297-99.7% |