Filed February 18, 2016
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $105,616 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISORS, INC. Service code 27 · EIN 23-2811930 | Advisory (Plan) | $63,784 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 16 · EIN 43-1451524 | Consulting | $59,330 |
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 | $648,097 | $81,719+693.1% | $101,248+540.1% | $90,288+617.8% |
| Participation rate | 99.9% | 80.7%+19.1pp | 75.8%+24.1pp | 73.4%+26.5pp |
| Annual return | 25.30% | 337.64%-312.3pp | 46.47%-21.2pp | 53.97%-28.7pp |
| Employer contribution / active EE | $12,792 | $3,622+253.1% | $3,660+249.5% | $2,524+406.8% |
| Participant deferral / active EE | $4,982 | $3,310+50.5% | $4,370+14.0% | $4,232+17.7% |
| Admin fee / account holder | $38 | $162-76.4% | $5,945-99.4% | $114-66.5% |