Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 26 · EIN 23-1945930 | Advisory (Participants) | $37,097 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,824 | $112,315+41.4% | $81,367+95.2% | $55,191+187.8% |
| Participation rate | 96.6% | 88.0%+8.6pp | 82.3%+14.3pp | 69.2%+27.5pp |
| Annual return | -3.47% | 0.62%-4.1pp | -0.92%-2.6pp | 10.78%-14.2pp |
| Employer contribution / active EE | $4,280 | $4,239+1.0% | $3,930+8.9% | $1,899+125.4% |
| Participant deferral / active EE | $8,032 | $6,435+24.8% | $5,383+49.2% | $3,046+163.7% |
| Admin fee / account holder | $117 | $83+40.7% | $8,926-98.7% | $91+29.2% |