Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $264,544 |
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 | $339,587 | $160,088+112.1% | $112,977+200.6% | $73,415+362.6% |
| Participation rate | 99.9% | 90.7%+9.2pp | 82.6%+17.3pp | 72.2%+27.7pp |
| Annual return | 21.57% | 17.93%+3.6pp | 24.24%-2.7pp | 59.30%-37.7pp |
| Employer contribution / active EE | $7,519 | $5,200+44.6% | $4,255+76.7% | $2,234+236.6% |
| Participant deferral / active EE | $10,678 | $8,024+33.1% | $5,836+83.0% | $3,806+180.6% |
| Admin fee / account holder | $248 | $133+87.0% | $6,294-96.1% | $158+57.2% |