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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $250,848 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $362,065 | $135,240+167.7% | $170,055+112.9% | $96,393+275.6% |
| Participation rate | 99.7% | 86.5%+13.2pp | 87.0%+12.7pp | 71.3%+28.4pp |
| Annual return | 19.30% | 22.04%-2.7pp | 53.43%-34.1pp | 22.88%-3.6pp |
| Employer contribution / active EE | $16,240 | $5,029+222.9% | $6,790+139.2% | $3,239+401.5% |
| Participant deferral / active EE | $11,334 | $8,138+39.3% | $10,410+8.9% | $5,455+107.8% |
| Admin fee / account holder | $9 | $85-89.0% | $12,828-99.9% | $74-87.4% |