Filed January 3, 2018
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,240 |
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 | $31,272 | $91,439-65.8% | $135,974-77.0% | $71,511-56.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 11.92% | 29.90%-18.0pp | 68.30%-56.4pp | 28.86%-16.9pp |
| Employer contribution / active EE | $2,215 | $3,705-40.2% | $4,859-54.4% | $2,589-14.4% |
| Participant deferral / active EE | $3,818 | $7,093-46.2% | $7,760-50.8% | $4,291-11.0% |
| Admin fee / account holder | $38 | $1,267-97.0% | $10,767-99.6% | $1,588-97.6% |