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.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,818,543 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $973,369 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $113,093 |
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 | $118,852 | $141,418-16.0% | $94,677+25.5% | $96,393+23.3% |
| Participation rate | 91.2% | 86.8%+4.4pp | 80.8%+10.4pp | 71.3%+19.9pp |
| Annual return | 19.77% | 21.96%-2.2pp | 156.95%-137.2pp | 22.88%-3.1pp |
| Employer contribution / active EE | $4,492 | $4,361+3.0% | $3,673+22.3% | $3,239+38.7% |
| Participant deferral / active EE | $7,082 | $10,695-33.8% | $7,418-4.5% | $5,455+29.8% |
| Admin fee / account holder | $48 | $82-41.2% | $7,222-99.3% | $74-34.4% |