Filed December 2, 2011 (most recent of 2 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 GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,262,312 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,133,372 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 17 · EIN 30-0282430 | Pension Consulting | $90,000 |
Filed as: AETNA Service code 16 · EIN 06-6033492 | Consulting | $43,630 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,422 | $106,994+86.4% | $135,998+46.6% | $96,393+106.9% |
| Participation rate | 97.5% | 72.5%+24.9pp | 81.9%+15.5pp | 71.3%+26.2pp |
| Annual return | 24.98% | 26.64%-1.7pp | 68.37%-43.4pp | 22.88%+2.1pp |
| Employer contribution / active EE | $5,160 | $3,391+52.2% | $4,860+6.2% | $3,239+59.3% |
| Participant deferral / active EE | $12,294 | $7,968+54.3% | $7,761+58.4% | $5,455+125.4% |
| Admin fee / account holder | $47 | $79-40.1% | $10,769-99.6% | $74-36.0% |