Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP INC Service code 26 · EIN 23-1945930 | Advisory (Participants) | $48,832 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,070 | $112,315+61.2% | $81,367+122.5% | $55,191+228.1% |
| Participation rate | 98.2% | 88.0%+10.2pp | 82.3%+15.9pp | 69.2%+29.1pp |
| Annual return | -0.19% | 0.62%-0.8pp | -0.92%+0.7pp | 10.78%-11.0pp |
| Employer contribution / active EE | $4,338 | $4,239+2.3% | $3,930+10.4% | $1,899+128.5% |
| Participant deferral / active EE | $9,227 | $6,435+43.4% | $5,383+71.4% | $3,046+202.9% |
| Admin fee / account holder | $131 | $83+57.6% | $8,926-98.5% | $91+44.6% |