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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $817,877 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $623,143 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $223,008 | $84,149+165.0% | $130,070+71.5% | $103,657+115.1% |
| Participation rate | 98.3% | 81.0%+17.3pp | 78.5%+19.8pp | 73.4%+25.0pp |
| Annual return | 17.25% | 25.45%-8.2pp | -137.40%+154.7pp | 33.13%-15.9pp |
| Employer contribution / active EE | $4,431 | $2,687+64.9% | $4,322+2.5% | $3,216+37.8% |
| Participant deferral / active EE | $8,523 | $5,201+63.9% | $5,821+46.4% | $5,218+63.3% |
| Admin fee / account holder | $120 | $75+59.4% | $10,600-98.9% | $114+4.9% |