Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 23 employees
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| 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 | $113,016+157.1% | $103,486+180.7% | $74,459+290.2% |
| Participation rate | 96.6% | 80.8%+15.8pp | 80.5%+16.1pp | 67.2%+29.4pp |
| Annual return | 12.07% | 23.24%-11.2pp | 23.93%-11.9pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $7,135 | $4,881+46.2% | $4,679+52.5% | $2,626+171.7% |
| Participant deferral / active EE | $13,209 | $7,279+81.5% | $6,628+99.3% | $4,350+203.7% |
| Admin fee / account holder | $220 | $1,709-87.1% | $9,354-97.6% | $1,945-88.7% |