Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 23 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $54,238 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,010 |
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 | $320,936 | $71,012+351.9% | $97,411+229.5% | $71,012+351.9% |
| Participation rate | 98.3% | 58.6%+39.7pp | 80.4%+17.9pp | 58.6%+39.7pp |
| Annual return | 18.03% | 37.67%-19.6pp | 34.72%-16.7pp | 37.67%-19.6pp |
| Employer contribution / active EE | $5,920 | $2,348+152.2% | $4,210+40.6% | $2,348+152.2% |
| Participant deferral / active EE | $13,722 | $3,246+322.7% | $5,886+133.1% | $3,246+322.7% |
| Admin fee / account holder | $231 | $1,167-80.2% | $7,145-96.8% | $1,167-80.2% |