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 Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $486,780 |
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 | $215,261 | $144,604+48.9% | $88,497+143.2% | $63,975+236.5% |
| Participation rate | 98.2% | 91.8%+6.3pp | 82.4%+15.8pp | 71.1%+27.0pp |
| Annual return | 8.58% | 9.63%-1.1pp | 7.63%+1.0pp | 48.65%-40.1pp |
| Employer contribution / active EE | $5,834 | $4,008+45.6% | $4,036+44.5% | $2,182+167.4% |
| Participant deferral / active EE | $10,067 | $7,027+43.3% | $4,899+105.5% | $3,356+199.9% |
| Admin fee / account holder | $157 | $78+100.8% | $6,220-97.5% | $70+123.5% |