Filed July 21, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP9+ years Service code 10 · EIN 36-6055558 | Accounting | $42,630 |
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD ADVISOR INC. Service code 15 · EIN 23-2811930 | Recordkeeping | $10,725 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $421,797-100.0% | $339,002-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 53.8%-53.8pp | 39.1%-39.1pp | 55.9%-55.9pp |
| Annual return | 9.80% | 13.48%-3.7pp | 12.78%-3.0pp | 24.44%-14.6pp |
| Employer contribution / active EE | $8,680 | $49,647-82.5% | $44,816-80.6% | $41,344-79.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $33-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,396-100.0% | $2,002-100.0% | $22,013-100.0% |