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.3+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $557,497 |
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 | $244,322 | $159,202+53.5% | $97,995+149.3% | $77,958+213.4% |
| Participation rate | 97.7% | 91.5%+6.3pp | 82.4%+15.4pp | 71.6%+26.1pp |
| Annual return | 16.70% | 28.47%-11.8pp | 23.94%-7.2pp | 20.87%-4.2pp |
| Employer contribution / active EE | $6,145 | $4,224+45.5% | $4,158+47.8% | $2,310+166.0% |
| Participant deferral / active EE | $10,640 | $7,461+42.6% | $5,097+108.8% | $3,537+200.9% |
| Admin fee / account holder | $173 | $83+109.0% | $5,943-97.1% | $97+77.4% |