Filed December 22, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $55,922 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,716 | $60,545-24.5% | $92,233-50.4% | $69,631-34.3% |
| Participation rate | 96.7% | 72.2%+24.6pp | 76.5%+20.2pp | 70.7%+26.0pp |
| Annual return | 16.70% | 19.71%-3.0pp | 176.28%-159.6pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $6,728 | $2,633+155.5% | $3,679+82.9% | $2,032+231.1% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $71 | $145-50.7% | $5,194-98.6% | $110-35.4% |