Filed February 17, 2014 (most recent of 2 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.2+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $51,527 |
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 | $39,141 | $105,179-62.8% | $64,110-38.9% | $80,187-51.2% |
| Participation rate | 78.7% | 73.5%+5.1pp | 72.3%+6.3pp | 72.9%+5.7pp |
| Annual return | 13.69% | 20.34%-6.6pp | 33.75%-20.1pp | 40.40%-26.7pp |
| Employer contribution / active EE | $2,936 | $3,311-11.3% | $2,751+6.7% | $2,980-1.5% |
| Participant deferral / active EE | $0 | $4,020-100.0% | $3,883-100.0% | $5,016-100.0% |
| Admin fee / account holder | $19 | $113-83.6% | $3,071-99.4% | $145-87.2% |