Filed June 29, 2007 (most recent of 2 filings on file)
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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,637,307 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 27 · EIN 27-4411131 | Advisory (Plan) | $90,000 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $72,316 |
Filed as: TOWERS WATSON INVST SRVCS INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $64,273 |
Form 5500 reported that benefits due were not provided when due.
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 | $88,527 | $136,209-35.0% | $82,312+7.6% | $80,976+9.3% |
| Participation rate | 98.6% | 88.0%+10.6pp | 76.9%+21.7pp | 68.3%+30.4pp |
| Annual return | 14.27% | 21.54%-7.3pp | 25.88%-11.6pp | 22.91%-8.6pp |
| Employer contribution / active EE | $3,820 | $3,633+5.2% | $2,428+57.3% | $2,402+59.0% |
| Participant deferral / active EE | $4,712 | $6,693-29.6% | $3,706+27.1% | $3,848+22.4% |
| Admin fee / account holder | $54 | $62-13.9% | $5,608-99.0% | $67-20.6% |