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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,131,947 |
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 | $129,383 | $117,928+9.7% | $78,002+65.9% | $65,292+98.2% |
| Participation rate | 97.6% | 85.6%+12.1pp | 75.5%+22.1pp | 72.4%+25.2pp |
| Annual return | 20.25% | 11.37%+8.9pp | 425.99%-405.7pp | 11.84%+8.4pp |
| Employer contribution / active EE | $2,713 | $3,999-32.2% | $2,470+9.8% | $2,302+17.9% |
| Participant deferral / active EE | $7,368 | $5,945+23.9% | $3,497+110.7% | $3,579+105.9% |
| Admin fee / account holder | $69 | $66+4.0% | $5,481-98.7% | $57+20.0% |