Filed February 2, 2017
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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) | $129,261 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $111,581 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,426 | $211,459-19.9% | $119,237+42.1% | $93,010+82.2% |
| Participation rate | 98.8% | 94.1%+4.8pp | 82.7%+16.1pp | 73.9%+24.9pp |
| Annual return | 16.28% | 39.10%-22.8pp | 30.70%-14.4pp | 158.70%-142.4pp |
| Employer contribution / active EE | $10,258 | $5,958+72.2% | $4,383+134.0% | $2,705+279.2% |
| Participant deferral / active EE | $14,904 | $9,654+54.4% | $6,112+143.8% | $4,561+226.8% |
| Admin fee / account holder | $138 | $124+11.9% | $7,229-98.1% | $152-8.8% |