Filed October 15, 2009 (most recent of 6 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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $253,941 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,520 |
KPMG LLP7+ years Service code 10 · EIN 13-5565207 | Accounting | $31,500 |
Filed as: LOCKTON INVEST ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $18,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $413,295 | $211,459+95.4% | $119,237+246.6% | $93,010+344.4% |
| Participation rate | 96.5% | 94.1%+2.5pp | 82.7%+13.8pp | 73.9%+22.6pp |
| Annual return | 13.09% | 39.10%-26.0pp | 30.70%-17.6pp | 158.70%-145.6pp |
| Employer contribution / active EE | $9,637 | $5,958+61.8% | $4,383+119.9% | $2,705+256.2% |
| Participant deferral / active EE | $14,621 | $9,654+51.5% | $6,112+139.2% | $4,561+220.6% |
| Admin fee / account holder | $306 | $124+147.4% | $7,229-95.8% | $152+101.7% |