Filed October 23, 2014
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,604 | $60,393+36.8% | $81,820+1.0% | $74,429+11.0% |
| Participation rate | 96.8% | 62.9%+33.9pp | 72.4%+24.4pp | 67.2%+29.6pp |
| Annual return | 15.93% | 16.89%-1.0pp | 777.93%-762.0pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $7,222 | $2,626+175.0% | $2,915+147.8% | $2,625+175.2% |
| Participant deferral / active EE | $9,531 | $3,397+180.6% | $4,323+120.5% | $4,348+119.2% |
| Admin fee / account holder | $33 | $1,491-97.8% | $7,391-99.6% | $1,944-98.3% |