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 Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $41,440 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,753 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,360 | $331,159-27.1% | $112,504+114.5% | $74,478+224.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 80.6%+19.4pp | 70.7%+29.3pp |
| Annual return | 15.98% | 21.62%-5.6pp | 34.13%-18.2pp | 34.37%-18.4pp |
| Employer contribution / active EE | $5,337 | $5,469-2.4% | $4,571+16.8% | $2,637+102.4% |
| Participant deferral / active EE | $13,142 | $8,097+62.3% | $6,522+101.5% | $4,530+190.1% |
| Admin fee / account holder | $189 | $281-32.8% | $7,048-97.3% | $347-45.6% |