Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $76,033 |
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 | $157,076 | $92,897+69.1% | $90,782+73.0% | $56,289+179.1% |
| Participation rate | 99.2% | 80.7%+18.5pp | 82.7%+16.5pp | 69.9%+29.3pp |
| Annual return | -6.58% | -2.59%-4.0pp | -3.42%-3.2pp | -9.96%+3.4pp |
| Employer contribution / active EE | $6,269 | $3,871+61.9% | $4,105+52.7% | $2,111+196.9% |
| Participant deferral / active EE | $10,916 | $5,551+96.6% | $5,366+103.4% | $3,350+225.9% |
| Admin fee / account holder | $267 | $440-39.4% | $5,908-95.5% | $521-48.8% |