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 Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $68,461 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,468 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,637 | $133,040+103.4% | $119,237+127.0% | $79,395+240.9% |
| Participation rate | 97.7% | 80.9%+16.9pp | 82.7%+15.0pp | 70.7%+27.0pp |
| Annual return | 13.70% | 20.05%-6.4pp | 30.70%-17.0pp | 116.90%-103.2pp |
| Employer contribution / active EE | $7,153 | $4,390+62.9% | $4,383+63.2% | $2,428+194.6% |
| Participant deferral / active EE | $12,365 | $6,448+91.8% | $6,112+102.3% | $4,046+205.6% |
| Admin fee / account holder | $353 | $686-48.5% | $7,229-95.1% | $626-43.6% |