Filed July 15, 2010
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: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $364,181 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $256,198 | $93,756+173.3% | $133,975+91.2% | $329,111-22.2% |
| Participation rate | 99.9% | 89.7%+10.2pp | 87.1%+12.9pp | 67.9%+32.1pp |
| Annual return | 9.27% | 20.33%-11.1pp | 29.29%-20.0pp | 16.35%-7.1pp |
| Employer contribution / active EE | $10,685 | $3,619+195.3% | $5,211+105.0% | $2,303+363.9% |
| Participant deferral / active EE | $7,234 | $5,685+27.3% | $6,282+15.2% | $3,682+96.5% |
| Admin fee / account holder | $17 | $90-81.3% | $9,324-99.8% | $754-97.8% |