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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $264,596 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $197,344 |
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 | $152,223 | $122,128+24.6% | $147,117+3.5% | $200,096-23.9% |
| Participation rate | 98.9% | 78.2%+20.7pp | 82.2%+16.7pp | 72.0%+26.9pp |
| Annual return | 13.81% | 30.58%-16.8pp | 420.54%-406.7pp | 34.26%-20.5pp |
| Employer contribution / active EE | $7,927 | $4,093+93.7% | $4,932+60.7% | $3,038+161.0% |
| Participant deferral / active EE | $8,337 | $8,484-1.7% | $8,065+3.4% | $5,090+63.8% |
| Admin fee / account holder | $114 | $180-36.4% | $12,993-99.1% | $269-57.6% |