Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $240,736 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $281,867 | $174,559+61.5% | $105,387+167.5% | $67,584+317.1% |
| Participation rate | 99.2% | 88.2%+11.1pp | 82.6%+16.7pp | 71.3%+28.0pp |
| Annual return | 23.57% | 23.63%-0.1pp | 26.82%-3.3pp | 378.59%-355.0pp |
| Employer contribution / active EE | $7,060 | $4,874+44.8% | $4,213+67.6% | $2,148+228.7% |
| Participant deferral / active EE | $9,852 | $7,563+30.3% | $5,502+79.1% | $3,540+178.3% |
| Admin fee / account holder | $222 | $270-17.8% | $6,559-96.6% | $142+56.2% |