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: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,342,466 |
THE VANGUARD GROUP, INC.8+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $143,371 |
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 | $95,834 | $96,461-0.7% | $68,815+39.3% | $89,433+7.2% |
| Participation rate | 57.1% | 64.2%-7.1pp | 69.0%-12.0pp | 71.3%-14.2pp |
| Annual return | -16.46% | -13.05%-3.4pp | -6.37%-10.1pp | -11.88%-4.6pp |
| Employer contribution / active EE | $52 | $3,671-98.6% | $2,656-98.0% | $3,021-98.3% |
| Participant deferral / active EE | $3,299 | $4,123-20.0% | $3,943-16.3% | $5,125-35.6% |
| Admin fee / account holder | $72 | $102-28.9% | $4,936-98.5% | $79-8.7% |