Filed November 8, 2011
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $337,225 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $206,641 |
PARALLEL ADVISORS LLC2 years Service code 51 · EIN 20-4420591 | Investment Mgmt Fees | $140,172 |
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 | $88,417 | $53,204+66.2% | $155,556-43.2% | $200,096-55.8% |
| Participation rate | 96.6% | 64.1%+32.5pp | 78.2%+18.4pp | 72.0%+24.6pp |
| Annual return | 14.11% | 41.02%-26.9pp | 64.84%-50.7pp | 34.26%-20.2pp |
| Employer contribution / active EE | $4,277 | $1,850+131.2% | $4,675-8.5% | $3,038+40.8% |
| Participant deferral / active EE | $6,276 | $3,163+98.4% | $5,631+11.5% | $5,090+23.3% |
| Admin fee / account holder | $119 | $186-36.0% | $15,885-99.3% | $269-55.9% |