Filed December 22, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $65,355 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,583 | $56,443-19.2% | $83,848-45.6% | $55,725-18.2% |
| Participation rate | 97.0% | 72.0%+25.0pp | 76.1%+20.9pp | 70.9%+26.2pp |
| Annual return | -3.84% | 393.67%-397.5pp | 850.88%-854.7pp | 244.93%-248.8pp |
| Employer contribution / active EE | $8,364 | $2,682+211.9% | $3,631+130.4% | $2,078+302.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $83 | $156-46.6% | $5,478-98.5% | $115-27.5% |