Filed January 16, 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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $233,792 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $199,788 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 52 · EIN 36-4001764 | Indirect Investment Fees | $122,420 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 52 · EIN 33-1498605 | Indirect Investment Fees | $24,500 |
Service code 99 | Other Fees | $0 |
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 | $248,936 | $110,258+125.8% | $102,460+143.0% | $200,096+24.4% |
| Participation rate | 98.1% | 86.3%+11.8pp | 76.5%+21.6pp | 72.0%+26.0pp |
| Annual return | 15.09% | 35.78%-20.7pp | 29.47%-14.4pp | 34.26%-19.2pp |
| Employer contribution / active EE | $6,209 | $3,605+72.3% | $3,025+105.3% | $3,038+104.4% |
| Participant deferral / active EE | $9,544 | $6,377+49.7% | $5,056+88.8% | $5,090+87.5% |
| Admin fee / account holder | $210 | $122+71.4% | $9,460-97.8% | $269-22.2% |