Filed April 16, 2008 (most recent of 4 filings on file)
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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,408,367 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,618 | $158,120+35.1% | $68,509+211.8% | $69,651+206.7% |
| Participation rate | 96.4% | 88.0%+8.4pp | 74.7%+21.7pp | 66.6%+29.9pp |
| Annual return | -15.31% | 3.41%-18.7pp | 8.27%-23.6pp | 53.77%-69.1pp |
| Employer contribution / active EE | $15,954 | $5,427+194.0% | $2,278+600.4% | $2,241+612.1% |
| Participant deferral / active EE | $12,259 | $7,897+55.2% | $3,382+262.4% | $3,635+237.2% |
| Admin fee / account holder | $116 | $74+58.2% | $5,275-97.8% | $63+84.2% |