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.6+ years Filed as: THE VANGUARD GROUP,INC Service code 15 · EIN 23-1945930 | Recordkeeping | $362,964 |
THE VANGUARD GROUP, INC.6+ years Service code 64 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $144,960 | $72,066+101.1% | $81,726+77.4% | $90,274+60.6% |
| Participation rate | 95.8% | 78.9%+16.9pp | 72.0%+23.8pp | 73.4%+22.4pp |
| Annual return | 11.62% | 15.92%-4.3pp | 29.49%-17.9pp | 53.97%-42.4pp |
| Employer contribution / active EE | $5,852 | $2,335+150.6% | $4,311+35.7% | $2,523+131.9% |
| Participant deferral / active EE | $7,736 | $3,557+117.5% | $7,108+8.8% | $4,231+82.9% |
| Admin fee / account holder | $122 | $92+31.8% | $5,160-97.6% | $114+6.8% |