Filed December 29, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $289,566 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $152,280 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $243,221 | $121,599+100.0% | $135,998+78.8% | $103,657+134.6% |
| Participation rate | 99.5% | 76.2%+23.3pp | 81.9%+17.6pp | 73.4%+26.1pp |
| Annual return | 6.35% | 26.09%-19.7pp | 68.37%-62.0pp | 33.13%-26.8pp |
| Employer contribution / active EE | $7,220 | $4,627+56.0% | $4,860+48.6% | $3,216+124.5% |
| Participant deferral / active EE | $179 | $7,782-97.7% | $7,761-97.7% | $5,218-96.6% |
| Admin fee / account holder | $40 | $76-46.9% | $10,769-99.6% | $114-64.8% |