Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $243,829 |
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 | $231,536 | $120,075+92.8% | $90,782+155.0% | $55,727+315.5% |
| Participation rate | 99.4% | 88.0%+11.4pp | 82.7%+16.7pp | 70.9%+28.5pp |
| Annual return | 2.78% | -3.47%+6.3pp | -3.42%+6.2pp | 244.94%-242.2pp |
| Employer contribution / active EE | $7,374 | $4,693+57.1% | $4,105+79.6% | $2,078+254.8% |
| Participant deferral / active EE | $11,288 | $6,826+65.4% | $5,366+110.4% | $3,356+236.4% |
| Admin fee / account holder | $222 | $111+99.5% | $5,908-96.2% | $115+93.0% |