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.1+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $407,021 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,051 | $128,472+52.6% | $81,367+140.9% | $59,188+231.2% |
| Participation rate | 98.7% | 92.5%+6.2pp | 82.3%+16.4pp | 69.4%+29.3pp |
| Annual return | -0.01% | 1.24%-1.2pp | -0.92%+0.9pp | 5.51%-5.5pp |
| Employer contribution / active EE | $5,503 | $3,689+49.2% | $3,930+40.0% | $2,098+162.3% |
| Participant deferral / active EE | $9,600 | $6,963+37.9% | $5,383+78.3% | $3,265+194.0% |
| Admin fee / account holder | $125 | $71+75.4% | $8,926-98.6% | $92+35.7% |