Filed October 31, 2011 (most recent of 3 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 Service code 15 · EIN 23-1945930 | Recordkeeping | $1,998,242 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $147,838 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 · EIN 26-0058143 | Consulting | $79,104 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,157 | $106,553+25.9% | $133,698+0.3% | $106,553+25.9% |
| Participation rate | 97.5% | 69.8%+27.7pp | 76.4%+21.1pp | 69.8%+27.7pp |
| Annual return | 15.88% | 17.37%-1.5pp | 580.90%-565.0pp | 17.37%-1.5pp |
| Employer contribution / active EE | $4,468 | $3,359+33.0% | $4,218+5.9% | $3,359+33.0% |
| Participant deferral / active EE | $7,429 | $5,562+33.5% | $7,016+5.9% | $5,562+33.5% |
| Admin fee / account holder | $53 | $80-33.4% | $6,703-99.2% | $80-33.4% |