Filed January 5, 2009
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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,388,229 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,617 | $120,005-0.3% | $68,509+74.6% | $67,505+77.2% |
| Participation rate | 98.8% | 87.9%+10.8pp | 74.7%+24.0pp | 71.2%+27.6pp |
| Annual return | -1.88% | 2.25%-4.1pp | 8.27%-10.1pp | 6.52%-8.4pp |
| Employer contribution / active EE | $1,881 | $4,267-55.9% | $2,278-17.4% | $2,173-13.4% |
| Participant deferral / active EE | $5,927 | $6,452-8.1% | $3,382+75.2% | $3,597+64.8% |
| Admin fee / account holder | $85 | $71+19.1% | $5,275-98.4% | $56+51.2% |