Filed October 26, 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 Filed as: VANGUARD ADVISORS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $383,043 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD FIDUCIARY TRUST CO Service code 15 · EIN 23-1945930 | Recordkeeping | $106,849 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $17,016 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,157 |
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 | $267,789 | $112,711+137.6% | $170,055+57.5% | $80,187+234.0% |
| Participation rate | 96.0% | 87.4%+8.6pp | 87.0%+9.0pp | 72.9%+23.0pp |
| Annual return | 17.52% | 67.06%-49.5pp | 53.43%-35.9pp | 40.40%-22.9pp |
| Employer contribution / active EE | $11,145 | $4,488+148.3% | $6,790+64.1% | $2,980+274.0% |
| Participant deferral / active EE | $10,327 | $7,861+31.4% | $10,410-0.8% | $5,016+105.9% |
| Admin fee / account holder | $83 | $99-16.5% | $12,828-99.4% | $145-42.7% |