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.2 years Filed as: VANGUARD ADVISORS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,354,596 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,271,112 |
AETNA LIFE INSURANCE COMPANY2 years Filed as: AETNA Service code 16 · EIN 06-6033492 | Consulting | $43,630 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 17 · EIN 30-0282430 | Pension Consulting | $8,300 |
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 | $221,688 | $128,169+73.0% | $147,117+50.7% | $106,553+108.1% |
| Participation rate | 97.1% | 67.3%+29.7pp | 82.2%+14.9pp | 69.8%+27.2pp |
| Annual return | 15.62% | 17.88%-2.3pp | 420.54%-404.9pp | 17.37%-1.7pp |
| Employer contribution / active EE | $5,265 | $3,374+56.0% | $4,932+6.7% | $3,359+56.7% |
| Participant deferral / active EE | $12,589 | $7,665+64.2% | $8,065+56.1% | $5,562+126.3% |
| Admin fee / account holder | $50 | $88-43.6% | $12,993-99.6% | $80-37.6% |