Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $91,700 |
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 | $191,055 | $120,075+59.1% | $90,782+110.5% | $55,727+242.8% |
| Participation rate | 99.0% | 88.0%+11.0pp | 82.7%+16.4pp | 70.9%+28.2pp |
| Annual return | -4.41% | -3.47%-0.9pp | -3.42%-1.0pp | 244.94%-249.4pp |
| Employer contribution / active EE | $5,228 | $4,693+11.4% | $4,105+27.3% | $2,078+151.5% |
| Participant deferral / active EE | $11,621 | $6,826+70.2% | $5,366+116.6% | $3,356+246.3% |
| Admin fee / account holder | $264 | $111+137.2% | $5,908-95.5% | $115+129.5% |