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.7+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $702,564 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $354,095 | $211,459+67.5% | $119,237+197.0% | $93,010+280.7% |
| Participation rate | 96.6% | 94.1%+2.6pp | 82.7%+13.9pp | 73.9%+22.7pp |
| Annual return | 12.64% | 39.10%-26.5pp | 30.70%-18.1pp | 158.70%-146.1pp |
| Employer contribution / active EE | $9,474 | $5,958+59.0% | $4,383+116.1% | $2,705+250.2% |
| Participant deferral / active EE | $13,256 | $9,654+37.3% | $6,112+116.9% | $4,561+190.6% |
| Admin fee / account holder | $287 | $124+132.3% | $7,229-96.0% | $152+89.4% |