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.8+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 26 · EIN 23-2186884 | Advisory (Participants) | $2,030,132 |
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 | $100,017 | $89,433+11.8% | $115,756-13.6% | $89,433+11.8% |
| Participation rate | 97.7% | 71.3%+26.5pp | 77.1%+20.6pp | 71.3%+26.5pp |
| Annual return | -13.22% | -11.88%-1.3pp | 143.14%-156.4pp | -11.88%-1.3pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,793-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $5,555 | $5,125+8.4% | $6,254-11.2% | $5,125+8.4% |
| Admin fee / account holder | $51 | $79-35.6% | $8,124-99.4% | $79-35.6% |