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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,171,730 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $962,401 |
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 | $127,300 | $96,807+31.5% | $165,100-22.9% | $106,553+19.5% |
| Participation rate | 98.2% | 79.1%+19.1pp | 78.6%+19.6pp | 69.8%+28.4pp |
| Annual return | 24.68% | 17.39%+7.3pp | 70.21%-45.5pp | 17.37%+7.3pp |
| Employer contribution / active EE | $7,835 | $2,888+171.3% | $4,348+80.2% | $3,359+133.3% |
| Participant deferral / active EE | $5,314 | $5,055+5.1% | $6,035-11.9% | $5,562-4.5% |
| Admin fee / account holder | $101 | $66+54.1% | $12,696-99.2% | $80+27.2% |