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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $309,427 |
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 | $385,362 | $143,889+167.8% | $189,534+103.3% | $106,520+261.8% |
| Participation rate | 99.6% | 89.1%+10.5pp | 87.8%+11.8pp | 71.3%+28.3pp |
| Annual return | 14.94% | 17.38%-2.4pp | 555.39%-540.4pp | 19.28%-4.3pp |
| Employer contribution / active EE | $13,828 | $4,416+213.1% | $6,162+124.4% | $2,840+386.8% |
| Participant deferral / active EE | $9,462 | $7,575+24.9% | $8,220+15.1% | $4,948+91.2% |
| Admin fee / account holder | $13 | $98-87.2% | $12,049-99.9% | $75-83.1% |