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 Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $35,791 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,340 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,059 | $98,941+133.5% | $93,765+146.4% | $66,954+245.1% |
| Participation rate | 96.9% | 82.1%+14.8pp | 81.0%+15.9pp | 69.8%+27.0pp |
| Annual return | -15.58% | -14.59%-1.0pp | -11.32%-4.3pp | 1.57%-17.1pp |
| Employer contribution / active EE | $6,942 | $4,769+45.6% | $4,327+60.4% | $2,545+172.8% |
| Participant deferral / active EE | $12,072 | $6,689+80.5% | $6,099+97.9% | $4,239+184.8% |
| Admin fee / account holder | $222 | $476-53.4% | $7,184-96.9% | $594-62.6% |