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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $738,687 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $307,112 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,080 | $153,784+17.1% | $105,624+70.5% | $99,313+81.3% |
| Participation rate | 96.4% | 92.3%+4.1pp | 75.3%+21.1pp | 71.7%+24.7pp |
| Annual return | 13.13% | 14.98%-1.8pp | 116.20%-103.1pp | 17.67%-4.5pp |
| Employer contribution / active EE | $4,295 | $5,293-18.8% | $3,168+35.6% | $3,264+31.6% |
| Participant deferral / active EE | $7,676 | $8,286-7.4% | $5,013+53.1% | $5,346+43.6% |
| Admin fee / account holder | $72 | $77-7.2% | $10,961-99.3% | $109-34.2% |