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.3 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,290,161 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $703,931 |
MORNINGSTAR2 years Service code 16 · EIN 36-3297908 | Consulting | $25,422 |
THE VANGUARD GROUP, INC.4 years Service code 99 | Other Fees | $0 |
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 | $283,013 | $96,393+193.6% | $112,504+151.6% | $96,393+193.6% |
| Participation rate | 95.3% | 71.3%+24.0pp | 80.6%+14.7pp | 71.3%+24.0pp |
| Annual return | 18.07% | 22.88%-4.8pp | 34.13%-16.1pp | 22.88%-4.8pp |
| Employer contribution / active EE | $5,432 | $3,239+67.7% | $4,571+18.8% | $3,239+67.7% |
| Participant deferral / active EE | $13,998 | $5,455+156.6% | $6,522+114.6% | $5,455+156.6% |
| Admin fee / account holder | $172 | $74+133.3% | $7,048-97.6% | $74+133.3% |