Filed March 21, 2006 (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 Service code 15 · EIN 23-1945930 | Recordkeeping | $91,877 |
CARON & BLETZER, PLLC1 year Service code 29 · EIN 04-3499945 | Legal | $9,840 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,902 | $88,874+12.4% | $123,553-19.1% | $75,289+32.7% |
| Participation rate | 99.0% | 75.9%+23.1pp | 82.3%+16.7pp | 72.4%+26.5pp |
| Annual return | -4.03% | 4.22%-8.2pp | 119.21%-123.2pp | -0.04%-4.0pp |
| Employer contribution / active EE | $6,180 | $3,256+89.8% | $4,628+33.5% | $2,405+157.0% |
| Participant deferral / active EE | $5,245 | $6,174-15.0% | $6,426-18.4% | $3,739+40.3% |
| Admin fee / account holder | $14 | $95-85.0% | $9,284-99.8% | $102-86.1% |