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.2 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,077,226 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,332,037 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $55,061 |
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 16 · EIN 82-2748926 | Consulting | $30,000 |
MORNINGSTAR1 year Service code 16 · EIN 36-3297908 | Consulting | $21,775 |
THE VANGUARD GROUP, INC.3 years Service code 99 | Other Fees | $0 |
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 | $247,846 | $89,433+177.1% | $93,765+164.3% | $89,433+177.1% |
| Participation rate | 95.9% | 71.3%+24.6pp | 81.0%+14.9pp | 71.3%+24.6pp |
| Annual return | -13.69% | -11.88%-1.8pp | -11.32%-2.4pp | -11.88%-1.8pp |
| Employer contribution / active EE | $5,071 | $3,021+67.9% | $4,327+17.2% | $3,021+67.9% |
| Participant deferral / active EE | $13,538 | $5,125+164.2% | $6,099+122.0% | $5,125+164.2% |
| Admin fee / account holder | $181 | $79+127.9% | $7,184-97.5% | $79+127.9% |