Filed November 9, 2005 (most recent of 3 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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $721,581 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $629,259 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,124 | $71,813+170.3% | $119,628+62.3% | $78,104+148.5% |
| Participation rate | 98.5% | 81.7%+16.8pp | 79.3%+19.3pp | 74.5%+24.0pp |
| Annual return | -14.15% | -13.80%-0.3pp | -14.98%+0.8pp | 10.90%-25.0pp |
| Employer contribution / active EE | $4,518 | $2,836+59.3% | $4,232+6.8% | $3,128+44.5% |
| Participant deferral / active EE | $8,219 | $4,953+65.9% | $5,601+46.7% | $5,089+61.5% |
| Admin fee / account holder | $112 | $81+38.6% | $10,330-98.9% | $79+41.7% |