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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $681,611 |
BDO USA, LLP3 years Filed as: BDO Service code 99 · EIN 13-5381590 | Other Fees | $32,810 |
OGLETREE DEAKINS2 years Filed as: OGLETREE DEAKINS NASH SMOAK & STEWA Service code 29 · EIN 57-1044820 | Legal | $18,503 |
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 | $165,727 | $117,238+41.4% | $87,102+90.3% | $82,204+101.6% |
| Participation rate | 98.8% | 87.2%+11.6pp | 76.9%+21.9pp | 73.4%+25.4pp |
| Annual return | 22.35% | 25.80%-3.5pp | 28.19%-5.8pp | 26.31%-4.0pp |
| Employer contribution / active EE | $6,204 | $3,535+75.5% | $2,521+146.1% | $2,707+129.2% |
| Participant deferral / active EE | $7,573 | $5,976+26.7% | $4,048+87.1% | $4,246+78.4% |
| Admin fee / account holder | $89 | $81+9.7% | $7,493-98.8% | $76+17.9% |