Filed December 22, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $104,828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,680 | $91,517-31.5% | $101,248-38.1% | $73,409-14.6% |
| Participation rate | 95.7% | 73.8%+22.0pp | 75.8%+19.9pp | 72.2%+23.6pp |
| Annual return | 14.65% | 17.17%-2.5pp | 46.47%-31.8pp | 59.29%-44.6pp |
| Employer contribution / active EE | $9,540 | $2,877+231.6% | $3,660+160.7% | $2,234+327.1% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $119 | $216-44.9% | $5,945-98.0% | $158-24.6% |