Filed February 5, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $66,184 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,813 | $66,528-26.6% | $86,874-43.8% | $86,799-43.8% |
| Participation rate | 95.6% | 72.4%+23.3pp | 71.6%+24.0pp | 72.3%+23.3pp |
| Annual return | 10.98% | 19.56%-8.6pp | 63.52%-52.5pp | 97.91%-86.9pp |
| Employer contribution / active EE | $1,629 | $2,007-18.8% | $2,495-34.7% | $2,405-32.3% |
| Participant deferral / active EE | $2,850 | $3,240-12.0% | $3,699-22.9% | $4,131-31.0% |
| Admin fee / account holder | $78 | $148-47.4% | $5,828-98.7% | $170-54.0% |