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.6+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $270,855 |
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 | $364,027 | $139,268+161.4% | $177,839+104.7% | $106,273+242.5% |
| Participation rate | 99.9% | 91.6%+8.3pp | 87.7%+12.1pp | 70.8%+29.1pp |
| Annual return | 16.07% | 17.20%-1.1pp | 48.33%-32.3pp | 21.70%-5.6pp |
| Employer contribution / active EE | $14,302 | $4,832+196.0% | $5,919+141.6% | $2,722+425.3% |
| Participant deferral / active EE | $9,600 | $7,227+32.8% | $7,714+24.5% | $4,601+108.6% |
| Admin fee / account holder | $12 | $97-87.6% | $12,432-99.9% | $78-84.6% |