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.5+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 26 · EIN 23-2186884 | Advisory (Participants) | $2,463,030 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,004 | $89,609-0.7% | $392,568-77.3% | $89,609-0.7% |
| Participation rate | 97.1% | 69.6%+27.6pp | 78.1%+19.1pp | 69.6%+27.6pp |
| Annual return | 23.61% | 33.65%-10.0pp | 24.42%-0.8pp | 33.65%-10.0pp |
| Employer contribution / active EE | $5,281 | $2,584+104.4% | $3,783+39.6% | $2,584+104.4% |
| Participant deferral / active EE | $4,116 | $4,222-2.5% | $5,985-31.2% | $4,222-2.5% |
| Admin fee / account holder | $52 | $72-27.6% | $6,260-99.2% | $72-27.6% |