Filed July 19, 2010
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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $95,929 |
ADVISER INVESTMENTS1 year Filed as: ADVISER INVESTMENT Service code 26 · EIN 04-3250991 | Advisory (Participants) | $92,714 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $323,107 | $52,722+512.9% | $90,468+257.2% | $73,415+340.1% |
| Participation rate | 97.8% | 67.7%+30.1pp | 72.7%+25.1pp | 72.2%+25.6pp |
| Annual return | 13.71% | 20.70%-7.0pp | 1294.94%-1281.2pp | 59.30%-45.6pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,264-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $10,689 | $2,810+280.4% | $3,964+169.7% | $3,806+180.9% |
| Admin fee / account holder | $265 | $117+126.6% | $5,614-95.3% | $158+67.7% |