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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $90,856 |
ADVISER INVESTMENTS4 years Filed as: ADVISER INVESTMENT Service code 26 · EIN 04-3250991 | Advisory (Participants) | $65,480 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,083 |
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 | $332,075 | $52,188+536.3% | $86,681+283.1% | $74,478+345.9% |
| Participation rate | 97.3% | 66.3%+31.0pp | 71.7%+25.6pp | 70.7%+26.6pp |
| Annual return | 15.73% | 44.46%-28.7pp | 593.32%-577.6pp | 34.37%-18.6pp |
| Employer contribution / active EE | $636 | $2,282-72.1% | $3,026-79.0% | $2,637-75.9% |
| Participant deferral / active EE | $12,699 | $3,383+275.4% | $4,440+186.0% | $4,530+180.3% |
| Admin fee / account holder | $250 | $319-21.6% | $5,620-95.6% | $347-28.0% |