Filed February 19, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $97,322 |
ROCATON INVESTMENT ADVISORS, LLC1+ years Service code 99 · EIN 04-3638035 | Other Fees | $62,623 |
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 | $118,700 | $82,279+44.3% | $78,002+52.2% | $63,975+85.5% |
| Participation rate | 98.8% | 84.7%+14.1pp | 75.5%+23.2pp | 71.1%+27.6pp |
| Annual return | 0.00% | 11.20%-11.2pp | 425.99%-426.0pp | 48.65%-48.7pp |
| Employer contribution / active EE | $5,856 | $3,297+77.6% | $2,470+137.1% | $2,182+168.4% |
| Participant deferral / active EE | $6,266 | $4,538+38.1% | $3,497+79.2% | $3,356+86.7% |
| Admin fee / account holder | $128 | $81+57.7% | $5,481-97.7% | $70+82.2% |