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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,111,873 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $269,032 | $187,373+43.6% | $91,004+195.6% | $80,976+232.2% |
| Participation rate | 98.8% | 87.5%+11.3pp | 75.6%+23.2pp | 68.3%+30.6pp |
| Annual return | 17.15% | 16.95%+0.2pp | 4.60%+12.6pp | 22.91%-5.8pp |
| Employer contribution / active EE | $14,199 | $5,838+143.2% | $2,456+478.2% | $2,402+491.0% |
| Participant deferral / active EE | $12,175 | $8,375+45.4% | $3,548+243.2% | $3,848+216.4% |
| Admin fee / account holder | $103 | $91+12.2% | $5,417-98.1% | $67+52.0% |