Filed November 15, 2010 (most recent of 4 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $188,563 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $171,620 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,209 | $76,209+35.4% | $81,370+26.8% | $200,096-48.4% |
| Participation rate | 98.5% | 76.4%+22.1pp | 69.5%+29.0pp | 72.0%+26.5pp |
| Annual return | 11.45% | 15.55%-4.1pp | 24.85%-13.4pp | 34.26%-22.8pp |
| Employer contribution / active EE | $3,631 | $2,807+29.3% | $2,464+47.4% | $3,038+19.5% |
| Participant deferral / active EE | $5,532 | $4,210+31.4% | $3,885+42.4% | $5,090+8.7% |
| Admin fee / account holder | $114 | $146-21.8% | $5,749-98.0% | $269-57.6% |