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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,343,783 |
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 | $115,809 | $94,554+22.5% | $133,982-13.6% | $106,273+9.0% |
| Participation rate | 99.2% | 76.2%+22.9pp | 79.8%+19.3pp | 70.8%+28.4pp |
| Annual return | 10.02% | 16.55%-6.5pp | 45.10%-35.1pp | 21.70%-11.7pp |
| Employer contribution / active EE | $3,430 | $2,503+37.0% | $3,919-12.5% | $2,722+26.0% |
| Participant deferral / active EE | $4,753 | $4,130+15.1% | $5,047-5.8% | $4,601+3.3% |
| Admin fee / account holder | $143 | $69+107.3% | $8,930-98.4% | $78+82.4% |