Filed April 29, 2015 (most recent of 2 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 Service code 15 · EIN 23-1945930 | Recordkeeping | $754,644 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $7,281 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,971 | $86,936-34.5% | $102,437-44.4% | $99,313-42.6% |
| Participation rate | 89.7% | 81.7%+8.0pp | 74.5%+15.2pp | 71.7%+18.0pp |
| Annual return | 12.73% | 14.99%-2.3pp | 24.95%-12.2pp | 17.67%-4.9pp |
| Employer contribution / active EE | $2,775 | $3,925-29.3% | $3,871-28.3% | $3,264-15.0% |
| Participant deferral / active EE | $5,152 | $3,825+34.7% | $5,060+1.8% | $5,346-3.6% |
| Admin fee / account holder | $78 | $140-44.4% | $8,388-99.1% | $109-28.5% |