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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $322,582 |
GOLDMAN SACHS5 years Service code 51 · EIN 13-3575636 | Investment Mgmt Fees | $183,560 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $141,740 |
REHMANN ROBSON1 year Filed as: REHMANN ROBSON LLC Service code 99 · EIN 38-3567911 | Other Fees | $26,000 |
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 | $153,332 | $104,544+46.7% | $96,564+58.8% | $80,187+91.2% |
| Participation rate | 95.4% | 86.4%+9.0pp | 76.0%+19.4pp | 72.9%+22.4pp |
| Annual return | 18.75% | 21.79%-3.0pp | 25.89%-7.1pp | 40.40%-21.7pp |
| Employer contribution / active EE | $7,593 | $3,527+115.3% | $2,967+155.9% | $2,980+154.8% |
| Participant deferral / active EE | $8,968 | $6,170+45.3% | $4,852+84.8% | $5,016+78.8% |
| Admin fee / account holder | $119 | $107+11.8% | $8,256-98.6% | $145-17.6% |