Filed April 26, 2019 (most recent of 2 filings on file)
Total covered: 20 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $33,881 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,235 | $89,553+106.8% | $81,367+127.7% | $52,331+254.0% |
| Participation rate | 97.9% | 82.2%+15.7pp | 82.3%+15.7pp | 68.1%+29.8pp |
| Annual return | -0.70% | 4.41%-5.1pp | -0.92%+0.2pp | 4.54%-5.2pp |
| Employer contribution / active EE | $4,505 | $3,780+19.2% | $3,930+14.6% | $1,882+139.4% |
| Participant deferral / active EE | $7,775 | $5,359+45.1% | $5,383+44.4% | $3,022+157.3% |
| Admin fee / account holder | $119 | $1,914-93.8% | $8,926-98.7% | $592-79.9% |