Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 23 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $144,847 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $85,881 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $388,177 | $71,012+446.6% | $97,411+298.5% | $71,012+446.6% |
| Participation rate | 98.4% | 58.6%+39.8pp | 80.4%+18.0pp | 58.6%+39.8pp |
| Annual return | 18.02% | 37.67%-19.7pp | 34.72%-16.7pp | 37.67%-19.7pp |
| Employer contribution / active EE | $10,243 | $2,348+336.3% | $4,210+143.3% | $2,348+336.3% |
| Participant deferral / active EE | $11,158 | $3,246+243.8% | $5,886+89.6% | $3,246+243.8% |
| Admin fee / account holder | $197 | $1,167-83.1% | $7,145-97.2% | $1,167-83.1% |