Filed December 29, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $689,998 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $294,177 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,150 | $119,626+113.3% | $147,096+73.5% | $99,269+157.0% |
| Participation rate | 99.5% | 73.4%+26.1pp | 82.2%+17.4pp | 71.7%+27.8pp |
| Annual return | 12.73% | 28.81%-16.1pp | 419.75%-407.0pp | 17.66%-4.9pp |
| Employer contribution / active EE | $14,673 | $4,152+253.4% | $4,936+197.3% | $3,265+349.5% |
| Participant deferral / active EE | $406 | $7,997-94.9% | $8,071-95.0% | $5,344-92.4% |
| Admin fee / account holder | $85 | $150-42.9% | $13,005-99.3% | $109-21.8% |