Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $38,049 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,232 |
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,527 | $112,932+157.3% | $103,065+181.9% | $74,478+290.1% |
| Participation rate | 96.6% | 80.8%+15.8pp | 80.6%+16.1pp | 67.2%+29.4pp |
| Annual return | 12.07% | 23.24%-11.2pp | 23.95%-11.9pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $7,135 | $4,881+46.2% | $4,675+52.6% | $2,626+171.7% |
| Participant deferral / active EE | $13,209 | $7,279+81.5% | $6,625+99.4% | $4,350+203.6% |
| Admin fee / account holder | $220 | $1,707-87.1% | $9,349-97.6% | $1,946-88.7% |