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 Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $181,472 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $89,546 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $383,762 | $172,932+121.9% | $119,237+221.8% | $86,828+342.0% |
| Participation rate | 99.5% | 89.4%+10.0pp | 82.7%+16.8pp | 72.3%+27.2pp |
| Annual return | 16.55% | 20.96%-4.4pp | 30.70%-14.2pp | 97.95%-81.4pp |
| Employer contribution / active EE | $7,843 | $5,487+42.9% | $4,383+78.9% | $2,406+226.0% |
| Participant deferral / active EE | $11,219 | $8,466+32.5% | $6,112+83.5% | $4,132+171.5% |
| Admin fee / account holder | $263 | $150+75.0% | $7,229-96.4% | $170+55.1% |