Filed April 15, 2011
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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $407,882 |
GOLDMAN SACHS2 years Service code 16 · EIN 13-3575636 | Consulting | $50,434 |
REHMANN ROBSON1 year Filed as: REHMANNN Service code 99 · EIN 38-3567911 | Other Fees | $23,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,741 | $144,879-69.8% | $111,319-60.7% | $93,010-53.0% |
| Participation rate | 97.4% | 86.1%+11.2pp | 77.3%+20.1pp | 73.9%+23.5pp |
| Annual return | 13.59% | 18.11%-4.5pp | 54.68%-41.1pp | 158.70%-145.1pp |
| Employer contribution / active EE | $1,057 | $3,052-65.4% | $2,732-61.3% | $2,705-60.9% |
| Participant deferral / active EE | $1,962 | $5,576-64.8% | $4,488-56.3% | $4,561-57.0% |
| Admin fee / account holder | $76 | $104-27.0% | $7,966-99.1% | $152-50.2% |