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) | $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 | $120,321+112.1% | $147,117+73.4% | $99,313+156.9% |
| Participation rate | 99.5% | 73.4%+26.2pp | 82.2%+17.4pp | 71.7%+27.8pp |
| Annual return | 12.73% | 28.95%-16.2pp | 420.54%-407.8pp | 17.67%-4.9pp |
| Employer contribution / active EE | $14,673 | $4,158+252.9% | $4,932+197.5% | $3,264+349.5% |
| Participant deferral / active EE | $406 | $8,044-95.0% | $8,065-95.0% | $5,346-92.4% |
| Admin fee / account holder | $85 | $150-43.2% | $12,993-99.3% | $109-21.8% |