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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $248,441 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $143,102 |
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 | $182,671 | $77,197+136.6% | $86,645+110.8% | $93,010+96.4% |
| Participation rate | 94.8% | 78.2%+16.6pp | 71.7%+23.2pp | 73.9%+20.9pp |
| Annual return | 14.05% | 16.31%-2.3pp | 63.52%-49.5pp | 158.70%-144.7pp |
| Employer contribution / active EE | $6,793 | $2,514+170.2% | $2,496+172.2% | $2,705+151.1% |
| Participant deferral / active EE | $9,264 | $3,831+141.8% | $3,700+150.4% | $4,561+103.1% |
| Admin fee / account holder | $147 | $105+40.5% | $5,830-97.5% | $152-2.8% |