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 Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $120,030 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $74,729 |
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 | $316,161 | $131,734+140.0% | $93,765+237.2% | $64,829+387.7% |
| Participation rate | 98.8% | 85.5%+13.3pp | 81.0%+17.8pp | 71.5%+27.3pp |
| Annual return | -13.76% | -14.04%+0.3pp | -11.32%-2.4pp | 32.85%-46.6pp |
| Employer contribution / active EE | $8,017 | $5,643+42.1% | $4,327+85.3% | $2,507+219.8% |
| Participant deferral / active EE | $10,930 | $8,135+34.4% | $6,099+79.2% | $4,312+153.5% |
| Admin fee / account holder | $184 | $141+30.4% | $7,184-97.4% | $188-1.9% |