Filed October 31, 2011 (most recent of 3 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.1+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 26 · EIN 23-2186884 | Advisory (Participants) | $2,059,336 |
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 | $69,058 | $69,651-0.9% | $105,218-34.4% | $69,651-0.9% |
| Participation rate | 96.9% | 66.6%+30.3pp | 77.2%+19.6pp | 66.6%+30.3pp |
| Annual return | -1.77% | 53.77%-55.5pp | 5.33%-7.1pp | 53.77%-55.5pp |
| Employer contribution / active EE | $4,454 | $2,241+98.8% | $3,255+36.8% | $2,241+98.8% |
| Participant deferral / active EE | $2,706 | $3,635-25.6% | $4,867-44.4% | $3,635-25.6% |
| Admin fee / account holder | $56 | $63-11.7% | $6,992-99.2% | $63-11.7% |