Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 23 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $256,836 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $47,017 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,912 | $155,364+80.2% | $103,447+170.6% | $77,714+260.2% |
| Participation rate | 97.6% | 85.5%+12.1pp | 80.5%+17.1pp | 70.6%+27.0pp |
| Annual return | 10.31% | 19.02%-8.7pp | 23.92%-13.6pp | 31.26%-20.9pp |
| Employer contribution / active EE | $5,906 | $5,949-0.7% | $4,678+26.3% | $2,727+116.6% |
| Participant deferral / active EE | $13,704 | $8,482+61.6% | $6,624+106.9% | $4,649+194.8% |
| Admin fee / account holder | $213 | $503-57.7% | $9,415-97.7% | $433-50.9% |