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.1 year Filed as: THE VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,363,343 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,077,906 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,167 | $80,242+14.9% | $119,628-23.0% | $89,433+3.1% |
| Participation rate | 97.0% | 78.3%+18.8pp | 79.3%+17.8pp | 71.3%+25.8pp |
| Annual return | -17.69% | -12.97%-4.7pp | -14.98%-2.7pp | -11.88%-5.8pp |
| Employer contribution / active EE | $7,755 | $2,684+188.9% | $4,232+83.2% | $3,021+156.7% |
| Participant deferral / active EE | $5,080 | $4,686+8.4% | $5,601-9.3% | $5,125-0.9% |
| Admin fee / account holder | $120 | $66+80.4% | $10,330-98.8% | $79+50.8% |