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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $269,776 |
Filed as: DIMEO SCHNEIDER & ASSOC LLC Service code 52 · EIN 36-4001764 | Indirect Investment Fees | $80,717 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 16 · EIN 38-1357951 | Consulting | $20,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,719 | $105,173+99.4% | $87,102+140.8% | $77,775+169.6% |
| Participation rate | 98.7% | 85.8%+12.9pp | 76.9%+21.8pp | 73.2%+25.4pp |
| Annual return | 23.34% | 24.52%-1.2pp | 28.19%-4.8pp | 32.58%-9.2pp |
| Employer contribution / active EE | $5,317 | $2,890+84.0% | $2,521+110.9% | $2,504+112.4% |
| Participant deferral / active EE | $8,406 | $5,048+66.5% | $4,048+107.6% | $3,966+112.0% |
| Admin fee / account holder | $140 | $105+34.1% | $7,493-98.1% | $100+40.2% |