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.7+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $2,045,241 |
DODGE & COX7+ years Service code 64 · EIN 94-1441976 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,240 | $159,295-19.5% | $108,421+18.3% | $106,520+20.4% |
| Participation rate | 95.0% | 85.5%+9.5pp | 80.1%+14.8pp | 71.3%+23.7pp |
| Annual return | 13.29% | 17.79%-4.5pp | 905.61%-892.3pp | 19.28%-6.0pp |
| Employer contribution / active EE | $3,721 | $3,803-2.1% | $3,560+4.6% | $2,840+31.0% |
| Participant deferral / active EE | $6,789 | $9,392-27.7% | $6,564+3.4% | $4,948+37.2% |
| Admin fee / account holder | $37 | $99-62.4% | $7,298-99.5% | $75-50.2% |