Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $101,424 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,448 | $160,088+82.1% | $112,977+158.0% | $73,415+297.0% |
| Participation rate | 97.0% | 90.7%+6.3pp | 82.6%+14.5pp | 72.2%+24.8pp |
| Annual return | 19.05% | 17.93%+1.1pp | 24.24%-5.2pp | 59.30%-40.2pp |
| Employer contribution / active EE | $5,200 | $5,2000% | $4,255+22.2% | $2,234+132.8% |
| Participant deferral / active EE | $12,484 | $8,024+55.6% | $5,836+113.9% | $3,806+228.0% |
| Admin fee / account holder | $301 | $133+126.9% | $6,294-95.2% | $158+90.7% |