Filed September 22, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $82,974 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,890 | $62,543-63.4% | $83,333-72.5% | $55,725-58.9% |
| Participation rate | 96.6% | 78.4%+18.2pp | 77.8%+18.8pp | 70.9%+25.7pp |
| Annual return | -5.72% | 14.85%-20.6pp | 10.63%-16.4pp | 244.93%-250.6pp |
| Employer contribution / active EE | $5,356 | $2,427+120.6% | $3,379+58.5% | $2,078+157.7% |
| Participant deferral / active EE | $3,620 | $5,682-36.3% | $5,565-35.0% | $3,356+7.9% |
| Admin fee / account holder | $74 | $103-28.0% | $7,510-99.0% | $115-35.5% |