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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $305,126 |
Filed as: DIMEO SCHNEIDER & ASSOC LLC Service code 52 · EIN 36-4001764 | Indirect Investment Fees | $84,147 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN PLLC Service code 16 · EIN 38-1357951 | Consulting | $19,500 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $244,222 | $176,471+38.4% | $95,968+154.5% | $90,274+170.5% |
| Participation rate | 98.1% | 86.6%+11.6pp | 77.1%+21.0pp | 73.4%+24.8pp |
| Annual return | 16.02% | 20.15%-4.1pp | 91.65%-75.6pp | 53.97%-38.0pp |
| Employer contribution / active EE | $4,669 | $2,783+67.7% | $2,542+83.7% | $2,523+85.0% |
| Participant deferral / active EE | $10,214 | $5,325+91.8% | $4,167+145.1% | $4,231+141.4% |
| Admin fee / account holder | $171 | $154+11.0% | $6,798-97.5% | $114+50.0% |