Filed March 3, 2014
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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $479,417 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $221,528 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,947 | $191,300+71.4% | $103,065+218.2% | $200,096+63.9% |
| Participation rate | 96.8% | 93.4%+3.4pp | 80.6%+16.2pp | 72.0%+24.8pp |
| Annual return | 14.24% | 15.75%-1.5pp | 23.95%-9.7pp | 34.26%-20.0pp |
| Employer contribution / active EE | $11,272 | $6,666+69.1% | $4,675+141.1% | $3,038+271.1% |
| Participant deferral / active EE | $13,681 | $10,452+30.9% | $6,625+106.5% | $5,090+168.8% |
| Admin fee / account holder | $210 | $115+82.6% | $9,349-97.8% | $269-22.0% |