Filed February 21, 2006 (most recent of 2 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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $171,047 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $56,794 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,395 | $112,711+44.1% | $170,055-4.5% | $80,187+102.5% |
| Participation rate | 97.9% | 87.4%+10.5pp | 87.0%+10.9pp | 72.9%+25.0pp |
| Annual return | 17.43% | 67.06%-49.6pp | 53.43%-36.0pp | 40.40%-23.0pp |
| Employer contribution / active EE | $5,385 | $4,488+20.0% | $6,790-20.7% | $2,980+80.7% |
| Participant deferral / active EE | $7,892 | $7,861+0.4% | $10,410-24.2% | $5,016+57.3% |
| Admin fee / account holder | $38 | $99-61.7% | $12,828-99.7% | $145-73.7% |