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.4 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $119,280 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $78,809 |
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $359,311 | $155,364+131.3% | $103,486+247.2% | $77,736+362.2% |
| Participation rate | 98.8% | 85.5%+13.3pp | 80.5%+18.3pp | 70.6%+28.3pp |
| Annual return | 13.94% | 19.01%-5.1pp | 23.93%-10.0pp | 31.26%-17.3pp |
| Employer contribution / active EE | $8,987 | $5,949+51.1% | $4,679+92.1% | $2,728+229.5% |
| Participant deferral / active EE | $10,642 | $8,482+25.5% | $6,628+60.6% | $4,651+128.8% |
| Admin fee / account holder | $177 | $503-64.8% | $9,354-98.1% | $433-59.2% |