Filed October 23, 2014
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,374 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,497 | $58,312+20.9% | $86,656-18.6% | $71,529-1.4% |
| Participation rate | 96.9% | 65.0%+31.8pp | 71.7%+25.2pp | 67.9%+28.9pp |
| Annual return | 27.45% | 24.08%+3.4pp | 593.09%-565.6pp | 28.97%-1.5pp |
| Employer contribution / active EE | $5,434 | $2,576+110.9% | $3,025+79.6% | $2,590+109.8% |
| Participant deferral / active EE | $8,081 | $3,439+135.0% | $4,439+82.0% | $4,291+88.3% |
| Admin fee / account holder | $34 | $1,057-96.8% | $5,619-99.4% | $1,588-97.9% |