Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 23 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $33,554 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,707 |
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 | $252,640 | $101,955+147.8% | $112,899+123.8% | $71,495+253.4% |
| Participation rate | 97.4% | 82.1%+15.3pp | 80.5%+16.9pp | 67.9%+29.5pp |
| Annual return | 16.51% | 28.92%-12.4pp | 34.11%-17.6pp | 28.85%-12.3pp |
| Employer contribution / active EE | $6,318 | $4,743+33.2% | $4,566+38.4% | $2,589+144.0% |
| Participant deferral / active EE | $11,257 | $6,771+66.2% | $6,516+72.8% | $4,291+162.3% |
| Admin fee / account holder | $201 | $1,395-85.6% | $7,047-97.1% | $1,588-87.3% |