Filed December 29, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $471,681 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $176,667 | $100,589+75.6% | $136,298+29.6% | $177,276-0.3% |
| Participation rate | 90.6% | 77.4%+13.2pp | 81.9%+8.7pp | 74.8%+15.8pp |
| Annual return | 14.27% | 39.18%-24.9pp | 5156.27%-5142.0pp | 21.25%-7.0pp |
| Employer contribution / active EE | $0 | $3,259-100.0% | $4,696-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $10,075 | $5,830+72.8% | $6,247+61.3% | $3,881+159.6% |
| Admin fee / account holder | $54 | $55-1.0% | $9,244-99.4% | $154-64.8% |