Filed November 9, 2005
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.1 year Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,085,721 |
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,119,747 |
Service code 16 · EIN 53-0181291 | Consulting | $12,779 |
THE VANGUARD GROUP, INC.2 years Service code 99 | Other Fees | $0 |
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 | $295,272 | $106,520+177.2% | $119,237+147.6% | $106,520+177.2% |
| Participation rate | 96.6% | 71.3%+25.2pp | 82.7%+13.8pp | 71.3%+25.2pp |
| Annual return | 15.53% | 19.28%-3.8pp | 30.70%-15.2pp | 19.28%-3.8pp |
| Employer contribution / active EE | $4,877 | $2,840+71.7% | $4,383+11.3% | $2,840+71.7% |
| Participant deferral / active EE | $12,780 | $4,948+158.3% | $6,112+109.1% | $4,948+158.3% |
| Admin fee / account holder | $189 | $75+153.3% | $7,229-97.4% | $75+153.3% |