Filed October 31, 2005 (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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $419,414 |
OGLETREE DEAKINS1 year Filed as: OGLETREE, DEAKINS,SMOAK & NASH, P.C Service code 29 · EIN 57-1044820 | Legal | $89,415 |
BDO USA, LLP1 year Filed as: BDO Service code 99 · EIN 13-5381590 | Other Fees | $50,310 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING, LLC Service code 99 · EIN 20-4649925 | Other Fees | $20,000 |
Service code 99 · EIN 04-3532603 | Other Fees | $16,235 |
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 | $157,224 | $100,921+55.8% | $82,312+91.0% | $177,276-11.3% |
| Participation rate | 98.4% | 86.9%+11.4pp | 76.9%+21.5pp | 74.8%+23.5pp |
| Annual return | 18.05% | 20.33%-2.3pp | 25.88%-7.8pp | 21.25%-3.2pp |
| Employer contribution / active EE | $5,822 | $3,145+85.1% | $2,428+139.7% | $2,479+134.9% |
| Participant deferral / active EE | $6,295 | $5,192+21.2% | $3,706+69.8% | $3,881+62.2% |
| Admin fee / account holder | $75 | $64+16.1% | $5,608-98.7% | $154-51.6% |