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 | $49,318 |
Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $7,800 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,733 | $105,179-69.8% | $64,110-50.5% | $80,187-60.4% |
| Participation rate | 78.4% | 73.5%+4.9pp | 72.3%+6.1pp | 72.9%+5.5pp |
| Annual return | 14.18% | 20.34%-6.2pp | 33.75%-19.6pp | 40.40%-26.2pp |
| Employer contribution / active EE | $1,830 | $3,311-44.7% | $2,751-33.5% | $2,980-38.6% |
| Participant deferral / active EE | $0 | $4,020-100.0% | $3,883-100.0% | $5,016-100.0% |
| Admin fee / account holder | $21 | $113-81.2% | $3,071-99.3% | $145-85.3% |