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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $224,164 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $105,005 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,162 | $120,450+22.2% | $159,495-7.7% | $93,010+58.2% |
| Participation rate | 98.4% | 78.0%+20.4pp | 82.8%+15.6pp | 73.9%+24.5pp |
| Annual return | 14.17% | 27.11%-12.9pp | 263.72%-249.5pp | 158.70%-144.5pp |
| Employer contribution / active EE | $6,595 | $3,526+87.1% | $4,831+36.5% | $2,705+143.8% |
| Participant deferral / active EE | $6,301 | $7,283-13.5% | $7,354-14.3% | $4,561+38.2% |
| Admin fee / account holder | $96 | $137-30.1% | $10,804-99.1% | $152-37.0% |