Filed December 29, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $581,702 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $217,589 | $83,812+159.6% | $123,553+76.1% | $68,904+215.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.3%+17.7pp | 74.1%+25.9pp |
| Annual return | 9.07% | 0.60%+8.5pp | 119.21%-110.1pp | 1.07%+8.0pp |
| Employer contribution / active EE | $12,161 | $2,924+315.9% | $4,628+162.8% | $2,540+378.7% |
| Participant deferral / active EE | $160 | $5,609-97.2% | $6,426-97.5% | $4,015-96.0% |
| Admin fee / account holder | $70 | $65+8.4% | $9,284-99.2% | $71-1.3% |