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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,719 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $6,122 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,560 | $101,523+28.6% | $141,200-7.5% | $77,775+67.9% |
| Participation rate | 94.7% | 77.4%+17.4pp | 82.5%+12.2pp | 73.2%+21.5pp |
| Annual return | 20.21% | 56.22%-36.0pp | 71.41%-51.2pp | 32.58%-12.4pp |
| Employer contribution / active EE | $5,467 | $3,341+63.6% | $4,736+15.4% | $2,504+118.3% |
| Participant deferral / active EE | $4,819 | $6,434-25.1% | $6,710-28.2% | $3,966+21.5% |
| Admin fee / account holder | $15 | $92-84.1% | $10,265-99.9% | $100-85.5% |