Filed November 9, 2005 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP,INC Service code 15 · EIN 23-1945930 | Recordkeeping | $175,140 |
THE VANGUARD GROUP, INC.1+ years Service code 64 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,114 | $54,890+149.8% | $63,244+116.8% | $59,188+131.7% |
| Participation rate | 98.2% | 75.6%+22.6pp | 71.0%+27.2pp | 69.4%+28.8pp |
| Annual return | -1.19% | 4.56%-5.8pp | -70.31%+69.1pp | 5.51%-6.7pp |
| Employer contribution / active EE | $4,981 | $1,831+172.0% | $2,322+114.5% | $2,098+137.4% |
| Participant deferral / active EE | $7,218 | $2,803+157.6% | $2,953+144.4% | $3,265+121.1% |
| Admin fee / account holder | $82 | $66+24.3% | $5,893-98.6% | $92-10.8% |