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.7+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 26 · EIN 23-2186884 | Advisory (Participants) | $2,015,208 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,096 | $106,520+11.8% | $453,569-73.7% | $106,520+11.8% |
| Participation rate | 98.0% | 71.3%+26.6pp | 78.0%+19.9pp | 71.3%+26.6pp |
| Annual return | 17.04% | 19.28%-2.2pp | 64.43%-47.4pp | 19.28%-2.2pp |
| Employer contribution / active EE | $0 | $2,840-100.0% | $4,072-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $4,879 | $4,948-1.4% | $6,211-21.4% | $4,948-1.4% |
| Admin fee / account holder | $46 | $75-38.0% | $11,214-99.6% | $75-38.0% |