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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $85,786 |
ADVISER INVESTMENTS3 years Filed as: ADVISER INVESTMENT Service code 26 · EIN 04-3250991 | Advisory (Participants) | $75,126 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,643 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,614 | $47,766+514.7% | $82,768+254.7% | $64,829+352.9% |
| Participation rate | 97.3% | 67.7%+29.6pp | 72.6%+24.7pp | 71.5%+25.8pp |
| Annual return | -14.01% | -13.06%-1.0pp | 702.70%-716.7pp | 32.85%-46.9pp |
| Employer contribution / active EE | $28 | $2,182-98.7% | $3,008-99.1% | $2,507-98.9% |
| Participant deferral / active EE | $12,265 | $3,332+268.1% | $4,395+179.1% | $4,312+184.5% |
| Admin fee / account holder | $252 | $143+76.0% | $5,326-95.3% | $188+34.0% |