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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,922 |
THE VANGUARD GROUP, INC.9+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $3,270 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $487,692 | $85,092+473.1% | $70,589+590.9% | $139,500+249.6% |
| Participation rate | 83.3% | 73.9%+9.4pp | 68.4%+15.0pp | 80.3%+3.0pp |
| Annual return | 10.63% | 30.40%-19.8pp | 32.80%-22.2pp | 373.99%-363.4pp |
| Employer contribution / active EE | $0 | $3,914-100.0% | $2,977-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,893-100.0% | $4,569-100.0% | $6,713-100.0% |
| Admin fee / account holder | $95 | $8,935-98.9% | $6,430-98.5% | $11,410-99.2% |