Filed October 2, 2009 (most recent of 3 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.3 years Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $276,143 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $168,164 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $159,480 | $122,128+30.6% | $147,117+8.4% | $200,096-20.3% |
| Participation rate | 98.9% | 78.2%+20.8pp | 82.2%+16.8pp | 72.0%+26.9pp |
| Annual return | 8.35% | 30.58%-22.2pp | 420.54%-412.2pp | 34.26%-25.9pp |
| Employer contribution / active EE | $1,809 | $4,093-55.8% | $4,932-63.3% | $3,038-40.5% |
| Participant deferral / active EE | $7,786 | $8,484-8.2% | $8,065-3.5% | $5,090+53.0% |
| Admin fee / account holder | $56 | $180-68.9% | $12,993-99.6% | $269-79.3% |