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.3+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 26 · EIN 23-2186884 | Advisory (Participants) | $2,185,611 |
Employer contribution per participant 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 | $75,491 | $80,976-6.8% | $115,752-34.8% | $80,976-6.8% |
| Participation rate | 97.8% | 68.3%+29.5pp | 77.8%+20.0pp | 68.3%+29.5pp |
| Annual return | 16.63% | 22.91%-6.3pp | 19.41%-2.8pp | 22.91%-6.3pp |
| Employer contribution / active EE | $1 | $2,402-99.9% | $3,492-100.0% | $2,402-99.9% |
| Participant deferral / active EE | $3,220 | $3,848-16.3% | $5,204-38.1% | $3,848-16.3% |
| Admin fee / account holder | $47 | $67-29.7% | $6,278-99.2% | $67-29.7% |