Filed June 12, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19462 | Recordkeeping | $31,375 |
EIDE BAILLY LLP9+ years Service code 10 · EIN 45-0250958 800 NICOLLET MALL, SUITE 1300 · MINNEAPOLIS, MN 554027033 | Accounting | $12,995 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,745 | $95,438-51.0% | $135,998-65.6% | $74,478-37.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 18.24% | 32.61%-14.4pp | 68.37%-50.1pp | 34.37%-16.1pp |
| Employer contribution / active EE | $4,253 | $3,878+9.7% | $4,860-12.5% | $2,637+61.3% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $147 | $259-43.1% | $10,769-98.6% | $347-57.6% |