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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,779,161 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,318,487 |
Filed as: FIDELITY INV INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $823,092 |
DODGE & COX1 year Service code 15 · EIN 94-1441976 | Recordkeeping | $588,340 |
BLACKROCK1 year Service code 15 · EIN 98-0510248 | Recordkeeping | $92,780 |
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 | $275,679 | $201,404+36.9% | $93,621+194.5% | $89,609+207.6% |
| Participation rate | 97.6% | 87.5%+10.1pp | 75.8%+21.8pp | 69.6%+28.0pp |
| Annual return | 100.17% | 23.05%+77.1pp | 32.76%+67.4pp | 33.65%+66.5pp |
| Employer contribution / active EE | $13,189 | $6,528+102.0% | $2,719+385.1% | $2,584+410.4% |
| Participant deferral / active EE | $12,209 | $9,208+32.6% | $4,070+200.0% | $4,222+189.2% |
| Admin fee / account holder | $136 | $89+51.7% | $7,890-98.3% | $72+89.2% |