Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $90,052 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,792 | $118,971+110.0% | $112,977+121.1% | $73,501+239.8% |
| Participation rate | 98.7% | 83.3%+15.4pp | 82.6%+16.2pp | 70.7%+28.0pp |
| Annual return | 17.00% | 17.79%-0.8pp | 24.24%-7.2pp | 28.51%-11.5pp |
| Employer contribution / active EE | $6,705 | $4,091+63.9% | $4,255+57.6% | $2,270+195.4% |
| Participant deferral / active EE | $11,563 | $6,133+88.5% | $5,836+98.1% | $3,740+209.2% |
| Admin fee / account holder | $0 | $573-100.0% | $6,294-100.0% | $513-100.0% |