Filed December 19, 2013 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP INC. Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $434,737 |
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $272,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,688 | $111,945-19.0% | $63,018+43.9% | $80,976+12.0% |
| Participation rate | 67.3% | 65.1%+2.3pp | 74.8%-7.5pp | 68.3%-0.9pp |
| Annual return | 17.25% | 17.10%+0.1pp | 87.63%-70.4pp | 22.91%-5.7pp |
| Employer contribution / active EE | $0 | $4,590-100.0% | $2,761-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $5,312 | $3,579+48.4% | $3,330+59.5% | $3,848+38.0% |
| Admin fee / account holder | $29 | $24+17.3% | $3,601-99.2% | $67-57.4% |