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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,377,564 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $651,144 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE CONSULTING LLP Service code 99 · EIN 06-1454513 | Other Fees | $65,800 |
BDO USA, LLP2 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $46,813 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 27 · EIN 27-4411131 | Advisory (Plan) | $30,000 |
BRIGHTFORMAT1 year Service code 38 · EIN 38-2594958 | Participant Communication | $19,987 |
Service code 16 · EIN 53-0181291 | Consulting | $12,819 |
DESIGNVOX1 year Service code 38 · EIN 20-3504790 | Participant Communication | $9,520 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,564 | $138,331-29.5% | $86,717+12.5% | $89,433+9.1% |
| Participation rate | 98.4% | 88.9%+9.5pp | 76.6%+21.8pp | 71.3%+27.1pp |
| Annual return | -17.76% | -11.72%-6.0pp | 35.97%-53.7pp | -11.88%-5.9pp |
| Employer contribution / active EE | $4,684 | $4,812-2.7% | $2,837+65.1% | $3,021+55.0% |
| Participant deferral / active EE | $5,907 | $8,027-26.4% | $4,657+26.8% | $5,125+15.3% |
| Admin fee / account holder | $74 | $64+14.7% | $7,494-99.0% | $79-7.4% |