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 | $296,486 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $296,136 |
GOLDMAN SACHS3 years Service code 16 · EIN 13-3575636 | Consulting | $149,928 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ SAPPER & MILLER LLP Service code 99 · EIN 35-1090346 | Other Fees | $24,000 |
REHMANN ROBSON1 year Filed as: REHMANNN Service code 99 · EIN 38-3567911 | Other Fees | $23,000 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ SAPPER & MILLER Service code 16 · EIN 35-2123203 | Consulting | $6,500 |
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 | $177,028 | $144,879+22.2% | $111,319+59.0% | $93,010+90.3% |
| Participation rate | 96.0% | 86.1%+9.8pp | 77.3%+18.6pp | 73.9%+22.1pp |
| Annual return | 16.51% | 18.11%-1.6pp | 54.68%-38.2pp | 158.70%-142.2pp |
| Employer contribution / active EE | $6,972 | $3,052+128.4% | $2,732+155.2% | $2,705+157.7% |
| Participant deferral / active EE | $8,463 | $5,576+51.8% | $4,488+88.6% | $4,561+85.6% |
| Admin fee / account holder | $167 | $104+61.1% | $7,966-97.9% | $152+10.0% |