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.2+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 26 · EIN 23-2186884 | Advisory (Participants) | $2,036,497 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,608 | $329,111-77.6% | $108,745-32.3% | $329,111-77.6% |
| Participation rate | 98.1% | 67.9%+30.2pp | 77.7%+20.4pp | 67.9%+30.2pp |
| Annual return | 9.00% | 16.35%-7.4pp | 46.22%-37.2pp | 16.35%-7.4pp |
| Employer contribution / active EE | $4,618 | $2,303+100.5% | $3,323+39.0% | $2,303+100.5% |
| Participant deferral / active EE | $3,035 | $3,682-17.6% | $5,121-40.7% | $3,682-17.6% |
| Admin fee / account holder | $55 | $754-92.6% | $6,144-99.1% | $754-92.6% |