Filed October 18, 2004
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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 100 VANGUARD BLVD · MALVERN, PA 19355 | Recordkeeping | $77,571 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS, INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $17,537 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,321 | $50,820+14.8% | $155,567-62.5% | $77,671-24.9% |
| Participation rate | 97.7% | 63.1%+34.5pp | 78.2%+19.5pp | 70.6%+27.1pp |
| Annual return | 13.27% | 34.85%-21.6pp | 64.74%-51.5pp | 31.21%-17.9pp |
| Employer contribution / active EE | $2,245 | $1,993+12.7% | $4,674-52.0% | $2,726-17.7% |
| Participant deferral / active EE | $5,190 | $2,823+83.8% | $5,628-7.8% | $4,648+11.7% |
| Admin fee / account holder | $86 | $436-80.2% | $15,916-99.5% | $430-79.9% |