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 | $60,454+36.6% | $81,844+0.9% | $74,459+10.9% |
| Participation rate | 96.8% | 63.0%+33.8pp | 72.4%+24.4pp | 67.2%+29.6pp |
| Annual return | 15.93% | 16.87%-0.9pp | 778.87%-762.9pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $7,222 | $2,630+174.7% | $2,916+147.6% | $2,626+175.1% |
| Participant deferral / active EE | $9,531 | $3,398+180.5% | $4,323+120.5% | $4,350+119.1% |
| Admin fee / account holder | $33 | $1,490-97.8% | $7,355-99.6% | $1,945-98.3% |