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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,199,042 |
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 | $257,612 | $173,253+48.7% | $80,022+221.9% | $73,367+251.1% |
| Participation rate | 97.7% | 88.8%+8.8pp | 75.8%+21.8pp | 69.5%+28.2pp |
| Annual return | -4.34% | -2.12%-2.2pp | 11.22%-15.6pp | 173.45%-177.8pp |
| Employer contribution / active EE | $15,619 | $6,338+146.4% | $2,468+532.9% | $2,499+525.0% |
| Participant deferral / active EE | $14,251 | $8,893+60.2% | $3,686+286.6% | $4,033+253.4% |
| Admin fee / account holder | $113 | $90+26.2% | $6,521-98.3% | $68+65.8% |