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 Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $78,029 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,341 |
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 | $322,156 | $172,932+86.3% | $119,237+170.2% | $86,828+271.0% |
| Participation rate | 98.6% | 89.4%+9.2pp | 82.7%+15.9pp | 72.3%+26.3pp |
| Annual return | 14.28% | 20.96%-6.7pp | 30.70%-16.4pp | 97.95%-83.7pp |
| Employer contribution / active EE | $5,552 | $5,487+1.2% | $4,383+26.7% | $2,406+130.7% |
| Participant deferral / active EE | $13,403 | $8,466+58.3% | $6,112+119.3% | $4,132+224.4% |
| Admin fee / account holder | $319 | $150+112.0% | $7,229-95.6% | $170+87.9% |