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: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $47,005 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,710 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,677 | $131,734+82.7% | $93,765+156.7% | $64,829+271.3% |
| Participation rate | 98.2% | 85.5%+12.8pp | 81.0%+17.2pp | 71.5%+26.8pp |
| Annual return | -15.94% | -14.04%-1.9pp | -11.32%-4.6pp | 32.85%-48.8pp |
| Employer contribution / active EE | $5,434 | $5,643-3.7% | $4,327+25.6% | $2,507+116.7% |
| Participant deferral / active EE | $13,365 | $8,135+64.3% | $6,099+119.1% | $4,312+210.0% |
| Admin fee / account holder | $204 | $141+44.7% | $7,184-97.2% | $188+8.9% |