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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,494,660 |
THE VANGUARD GROUP, INC.7+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $164,337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $115,612 | $130,338-11.3% | $85,708+34.9% | $106,520+8.5% |
| Participation rate | 56.8% | 64.6%-7.8pp | 69.9%-13.0pp | 71.3%-14.5pp |
| Annual return | 15.56% | 14.40%+1.2pp | 21.49%-5.9pp | 19.28%-3.7pp |
| Employer contribution / active EE | $50 | $3,864-98.7% | $2,618-98.1% | $2,840-98.3% |
| Participant deferral / active EE | $3,225 | $4,160-22.5% | $3,922-17.8% | $4,948-34.8% |
| Admin fee / account holder | $78 | $114-31.4% | $6,876-98.9% | $75+4.8% |