Filed January 29, 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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $21,752 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $376,633 | $47,947+685.5% | $67,836+455.2% | $62,881+499.0% |
| Participation rate | 95.9% | 61.1%+34.8pp | 68.8%+27.1pp | 69.3%+26.6pp |
| Annual return | 8.10% | 11.77%-3.7pp | 138.49%-130.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,404-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $113 | $3,707-97.0% | $4,621-97.6% | $4,296-97.4% |