Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $76,004 |
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 | $205,692 | $103,685+98.4% | $105,387+95.2% | $65,188+215.5% |
| Participation rate | 98.4% | 83.2%+15.2pp | 82.6%+15.8pp | 70.2%+28.2pp |
| Annual return | 22.67% | 23.88%-1.2pp | 26.82%-4.2pp | 29.38%-6.7pp |
| Employer contribution / active EE | $6,205 | $3,842+61.5% | $4,213+47.3% | $2,177+185.1% |
| Participant deferral / active EE | $10,281 | $5,634+82.5% | $5,502+86.9% | $3,514+192.6% |
| Admin fee / account holder | $274 | $399-31.2% | $6,559-95.8% | $847-67.6% |