Filed January 4, 2012 (most recent of 4 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.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,907,036 |
DODGE & COX4+ years Service code 64 · EIN 94-1441976 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,708 | $94,115-15.3% | $83,327-4.3% | $73,367+8.6% |
| Participation rate | 79.8% | 83.7%-3.9pp | 77.8%+2.1pp | 69.5%+10.3pp |
| Annual return | -3.90% | -6.12%+2.2pp | 10.64%-14.5pp | 173.45%-177.4pp |
| Employer contribution / active EE | $2,209 | $2,931-24.6% | $3,379-34.6% | $2,499-11.6% |
| Participant deferral / active EE | $4,676 | $6,759-30.8% | $5,565-16.0% | $4,033+15.9% |
| Admin fee / account holder | $36 | $75-52.7% | $7,540-99.5% | $68-48.1% |