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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,059,637 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,013,979 |
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 | $99,951 | $88,686+12.7% | $130,070-23.2% | $96,393+3.7% |
| Participation rate | 98.3% | 78.8%+19.4pp | 78.5%+19.8pp | 71.3%+27.0pp |
| Annual return | 13.84% | 17.57%-3.7pp | -137.40%+151.2pp | 22.88%-9.0pp |
| Employer contribution / active EE | $7,876 | $2,843+177.0% | $4,322+82.2% | $3,239+143.2% |
| Participant deferral / active EE | $5,176 | $4,908+5.5% | $5,821-11.1% | $5,455-5.1% |
| Admin fee / account holder | $95 | $60+58.9% | $10,600-99.1% | $74+28.5% |