Filed March 28, 2006
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: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $683,334 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $40,791 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | EMPLOYEE A | EMPLOYEE(FORMER) 3 FRAUDULENT PAYMENTS-ALL FROM 2009, FEB 20,2009, FEB 23,2009, MAY 7,2009 | — | — |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,587 | $79,480+34.1% | $108,582-1.8% | $329,111-67.6% |
| Participation rate | 99.4% | 72.0%+27.4pp | 79.6%+19.8pp | 67.9%+31.5pp |
| Annual return | 7.55% | 18.07%-10.5pp | -51.70%+59.3pp | 16.35%-8.8pp |
| Employer contribution / active EE | $4,993 | $2,317+115.5% | $3,758+32.9% | $2,303+116.8% |
| Participant deferral / active EE | $1,256 | $3,243-61.3% | $4,311-70.9% | $3,682-65.9% |
| Admin fee / account holder | $23 | $68-65.6% | $7,645-99.7% | $754-96.9% |