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: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $55,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $122,709-100.0% | $88,497-100.0% | $57,661-100.0% |
| Participation rate | 0.0% | 89.9%-89.9pp | 82.4%-82.4pp | 70.2%-70.2pp |
| Annual return | 7.56% | 10.63%-3.1pp | 7.63%-0.1pp | 5.13%+2.4pp |
| Employer contribution / active EE | $4,491 | $4,531-0.9% | $4,036+11.3% | $1,974+127.5% |
| Participant deferral / active EE | $9,466 | $6,704+41.2% | $4,899+93.2% | $3,061+209.3% |
| Admin fee / account holder | $0 | $93-100.0% | $6,220-100.0% | $95-100.0% |