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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,729 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,625 | $69,159-61.5% | $125,195-78.7% | $67,584-60.6% |
| Participation rate | 98.6% | 78.2%+20.4pp | 79.8%+18.9pp | 71.3%+27.4pp |
| Annual return | 34.96% | 27.12%+7.8pp | 43.79%-8.8pp | 378.59%-343.6pp |
| Employer contribution / active EE | $3,891 | $2,023+92.3% | $3,866+0.6% | $2,148+81.2% |
| Participant deferral / active EE | $3,545 | $3,700-4.2% | $4,937-28.2% | $3,540+0.1% |
| Admin fee / account holder | $11 | $142-91.9% | $9,704-99.9% | $142-91.9% |