Filed August 31, 2008 (most recent of 6 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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,148,290 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,720 | $85,938+33.5% | $125,195-8.4% | $89,609+28.0% |
| Participation rate | 99.3% | 73.9%+25.5pp | 79.8%+19.5pp | 69.6%+29.7pp |
| Annual return | 4.03% | 20.69%-16.7pp | 43.79%-39.8pp | 33.65%-29.6pp |
| Employer contribution / active EE | $7,096 | $2,681+164.7% | $3,866+83.5% | $2,584+174.6% |
| Participant deferral / active EE | $4,483 | $3,818+17.4% | $4,937-9.2% | $4,222+6.2% |
| Admin fee / account holder | $132 | $56+133.9% | $9,704-98.6% | $72+84.2% |