Filed January 1, 2012
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 GROUP INC. Service code 26 · EIN 23-1945930 | Advisory (Participants) | $56,262 |
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 | $58,262 | $80,211-27.4% | $74,184-21.5% | $63,975-8.9% |
| Participation rate | 91.3% | 84.2%+7.1pp | 76.6%+14.7pp | 71.1%+20.2pp |
| Annual return | 8.18% | 14.13%-6.0pp | 17.74%-9.6pp | 48.65%-40.5pp |
| Employer contribution / active EE | $1,368 | $2,553-46.4% | $2,370-42.3% | $2,182-37.3% |
| Participant deferral / active EE | $4,960 | $4,370+13.5% | $3,550+39.7% | $3,356+47.8% |
| Admin fee / account holder | $16 | $67-75.9% | $5,586-99.7% | $70-77.0% |