Filed June 12, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19462 | Recordkeeping | $9,091 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,454 | $104,336-48.8% | $159,495-66.5% | $86,828-38.4% |
| Participation rate | 99.6% | 77.7%+21.9pp | 82.8%+16.8pp | 72.3%+27.3pp |
| Annual return | 11.88% | 26.32%-14.4pp | 263.72%-251.8pp | 97.95%-86.1pp |
| Employer contribution / active EE | $3,726 | $3,451+8.0% | $4,831-22.9% | $2,406+54.9% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $40 | $172-76.9% | $10,804-99.6% | $170-76.5% |