Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP INC Service code 16 · EIN 23-1945930 | Consulting | $107,291 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,603 | $112,315+77.7% | $81,367+145.3% | $55,191+261.7% |
| Participation rate | 98.0% | 88.0%+10.0pp | 82.3%+15.8pp | 69.2%+28.9pp |
| Annual return | 2.69% | 0.62%+2.1pp | -0.92%+3.6pp | 10.78%-8.1pp |
| Employer contribution / active EE | $4,878 | $4,239+15.1% | $3,930+24.1% | $1,899+156.9% |
| Participant deferral / active EE | $8,592 | $6,435+33.5% | $5,383+59.6% | $3,046+182.1% |
| Admin fee / account holder | $93 | $83+11.1% | $8,926-99.0% | $91+2.0% |