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: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $309,645 |
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 | $300,667 | $118,441+153.9% | $151,634+98.3% | $89,433+236.2% |
| Participation rate | 99.7% | 88.0%+11.8pp | 87.5%+12.2pp | 71.3%+28.5pp |
| Annual return | -15.45% | -9.10%-6.3pp | 3.32%-18.8pp | -11.88%-3.6pp |
| Employer contribution / active EE | $14,685 | $4,770+207.8% | $6,165+138.2% | $3,021+386.1% |
| Participant deferral / active EE | $10,151 | $7,648+32.7% | $8,363+21.4% | $5,125+98.1% |
| Admin fee / account holder | $11 | $90-87.2% | $11,614-99.9% | $79-85.5% |