Filed February 18, 2016
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 27 · EIN 23-2186884 | Advisory (Plan) | $69,206 |
BUKATY COMPANIES O'RENICK WEALTH1+ years Filed as: BUKATY CO. Service code 16 · EIN 48-1247860 | Consulting | $51,868 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 | Loan Processing | $9,115 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,322 | $55,516+408.5% | $75,781+272.5% | $59,188+377.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 8.73% | -1.89%+10.6pp | 9.68%-0.9pp | 5.51%+3.2pp |
| Employer contribution / active EE | $9,936 | $2,604+281.6% | $3,323+199.0% | $2,098+373.6% |
| Participant deferral / active EE | $3,338 | $2,599+28.4% | $3,651-8.6% | $3,265+2.2% |
| Admin fee / account holder | $44 | $110-59.6% | $5,299-99.2% | $92-51.8% |