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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 12 · EIN 23-1945930 | Trustee (directed); Recordkeeping fee... | $297,196 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $265,549 |
GOLDMAN SACHS4 years Service code 16 · EIN 13-3575636 | Consulting | $82,220 |
REHMANN ROBSON1 year Filed as: REHMANN Service code 10 · EIN 38-3567911 | Accounting | $23,750 |
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 | $141,537 | $130,052+8.8% | $86,717+63.2% | $77,906+81.7% |
| Participation rate | 95.8% | 85.9%+9.9pp | 76.6%+19.2pp | 73.7%+22.1pp |
| Annual return | -13.04% | -12.73%-0.3pp | 35.97%-49.0pp | 12.16%-25.2pp |
| Employer contribution / active EE | $6,656 | $3,214+107.1% | $2,837+134.6% | $2,846+133.9% |
| Participant deferral / active EE | $8,541 | $5,741+48.8% | $4,657+83.4% | $4,805+77.7% |
| Admin fee / account holder | $128 | $132-3.1% | $7,494-98.3% | $133-3.6% |