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 Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $111,375 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $74,993 |
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 | $338,481 | $331,159+2.2% | $112,504+200.9% | $74,478+354.5% |
| Participation rate | 99.4% | 81.4%+18.0pp | 80.6%+18.8pp | 70.7%+28.6pp |
| Annual return | 17.18% | 21.62%-4.4pp | 34.13%-17.0pp | 34.37%-17.2pp |
| Employer contribution / active EE | $8,580 | $5,469+56.9% | $4,571+87.7% | $2,637+225.4% |
| Participant deferral / active EE | $10,717 | $8,097+32.4% | $6,522+64.3% | $4,530+136.6% |
| Admin fee / account holder | $175 | $281-37.8% | $7,048-97.5% | $347-49.6% |