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.4+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $618,546 |
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 | $230,095 | $144,389+59.4% | $90,782+153.5% | $75,289+205.6% |
| Participation rate | 97.6% | 92.2%+5.5pp | 82.7%+15.0pp | 72.4%+25.2pp |
| Annual return | -4.48% | 0.91%-5.4pp | -3.42%-1.1pp | -0.04%-4.4pp |
| Employer contribution / active EE | $7,780 | $4,529+71.8% | $4,105+89.5% | $2,405+223.5% |
| Participant deferral / active EE | $11,049 | $7,882+40.2% | $5,366+105.9% | $3,739+195.5% |
| Admin fee / account holder | $192 | $102+87.8% | $5,908-96.7% | $102+87.9% |