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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $838,623 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $339,986 |
Filed as: METROPOLITAN TOWER LIFE INSURANCE Service code 51 · EIN 13-3114906 | Investment Mgmt Fees | $59,740 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,034 | $153,507+19.2% | $106,554+71.8% | $101,555+80.2% |
| Participation rate | 95.8% | 86.3%+9.5pp | 76.1%+19.7pp | 74.5%+21.2pp |
| Annual return | 13.39% | 15.11%-1.7pp | 26.80%-13.4pp | 21.00%-7.6pp |
| Employer contribution / active EE | $3,428 | $4,668-26.6% | $2,819+21.6% | $2,972+15.3% |
| Participant deferral / active EE | $7,003 | $7,264-3.6% | $4,398+59.2% | $4,874+43.7% |
| Admin fee / account holder | $71 | $74-3.1% | $7,408-99.0% | $139-48.9% |