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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $248,763 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $147,881 |
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 | $130,272 | $107,415+21.3% | $135,998-4.2% | $80,187+62.5% |
| Participation rate | 97.3% | 78.0%+19.2pp | 81.9%+15.3pp | 72.9%+24.3pp |
| Annual return | 17.20% | 91.99%-74.8pp | 68.37%-51.2pp | 40.40%-23.2pp |
| Employer contribution / active EE | $6,714 | $3,878+73.1% | $4,860+38.2% | $2,980+125.3% |
| Participant deferral / active EE | $7,583 | $8,189-7.4% | $7,761-2.3% | $5,016+51.2% |
| Admin fee / account holder | $96 | $127-24.3% | $10,769-99.1% | $145-33.7% |