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 Service code 15 · EIN 23-1945930 | Recordkeeping | $88,704 |
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 | $244,103 | $174,559+39.8% | $105,387+131.6% | $67,584+261.2% |
| Participation rate | 98.7% | 88.2%+10.5pp | 82.6%+16.1pp | 71.3%+27.4pp |
| Annual return | 22.81% | 23.63%-0.8pp | 26.82%-4.0pp | 378.59%-355.8pp |
| Employer contribution / active EE | $5,210 | $4,874+6.9% | $4,213+23.7% | $2,148+142.6% |
| Participant deferral / active EE | $11,776 | $7,563+55.7% | $5,502+114.0% | $3,540+232.7% |
| Admin fee / account holder | $261 | $270-3.5% | $6,559-96.0% | $142+83.2% |