Filed December 29, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $815,817 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $266,492 | $114,842+132.1% | $159,495+67.1% | $101,555+162.4% |
| Participation rate | 93.9% | 71.6%+22.3pp | 82.8%+11.1pp | 74.5%+19.4pp |
| Annual return | 28.08% | 22.90%+5.2pp | 263.72%-235.6pp | 21.00%+7.1pp |
| Employer contribution / active EE | $12,121 | $3,203+278.4% | $4,831+150.9% | $2,972+307.8% |
| Participant deferral / active EE | $265 | $6,336-95.8% | $7,354-96.4% | $4,874-94.6% |
| Admin fee / account holder | $84 | $80+4.7% | $10,804-99.2% | $139-39.7% |