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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $462,047 |
BDO USA, LLP2 years Filed as: BDO Service code 29 · EIN 13-5381590 | Legal | $40,150 |
OGLETREE DEAKINS1 year Filed as: OGLETREE DEAKINS NASH SMOAK & STEWA Service code 29 · EIN 57-1044820 | Legal | $14,210 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,185 | $96,261+44.6% | $76,768+81.3% | $68,904+102.0% |
| Participation rate | 98.4% | 87.0%+11.4pp | 77.0%+21.4pp | 74.1%+24.3pp |
| Annual return | -8.06% | -0.85%-7.2pp | 2.43%-10.5pp | 1.07%-9.1pp |
| Employer contribution / active EE | $6,043 | $3,303+83.0% | $2,485+143.2% | $2,540+137.9% |
| Participant deferral / active EE | $6,841 | $5,537+23.6% | $3,852+77.6% | $4,015+70.4% |
| Admin fee / account holder | $63 | $73-14.2% | $6,676-99.1% | $71-12.3% |