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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $980,142 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $579,675 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,021 | $93,462+167.5% | $165,100+51.4% | $99,313+151.7% |
| Participation rate | 97.5% | 79.9%+17.5pp | 78.6%+18.8pp | 71.7%+25.8pp |
| Annual return | 11.96% | 15.71%-3.8pp | 70.21%-58.3pp | 17.67%-5.7pp |
| Employer contribution / active EE | $5,116 | $3,099+65.1% | $4,348+17.7% | $3,264+56.7% |
| Participant deferral / active EE | $9,703 | $5,366+80.8% | $6,035+60.8% | $5,346+81.5% |
| Admin fee / account holder | $139 | $81+70.3% | $12,696-98.9% | $109+26.9% |