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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,160 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,322 | $78,419-53.7% | $133,982-72.9% | $73,415-50.5% |
| Participation rate | 99.4% | 78.6%+20.8pp | 79.8%+19.6pp | 72.2%+27.2pp |
| Annual return | 25.77% | 33.35%-7.6pp | 45.10%-19.3pp | 59.30%-33.5pp |
| Employer contribution / active EE | $4,896 | $2,044+139.6% | $3,919+24.9% | $2,234+119.2% |
| Participant deferral / active EE | $5,191 | $3,925+32.3% | $5,047+2.8% | $3,806+36.4% |
| Admin fee / account holder | $15 | $161-90.5% | $8,930-99.8% | $158-90.3% |