Filed December 29, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $847,416 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,328 | $93,773+138.2% | $125,401+78.1% | $78,104+185.9% |
| Participation rate | 86.7% | 75.6%+11.2pp | 82.4%+4.4pp | 74.5%+12.2pp |
| Annual return | -12.59% | 277.78%-290.4pp | 572.53%-585.1pp | 10.90%-23.5pp |
| Employer contribution / active EE | $11,747 | $3,678+219.4% | $4,816+143.9% | $3,128+275.6% |
| Participant deferral / active EE | $297 | $6,971-95.7% | $7,448-96.0% | $5,089-94.2% |
| Admin fee / account holder | $84 | $67+26.1% | $10,008-99.2% | $79+7.0% |