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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,363,961 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $813,585 |
BDO USA, LLP3 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $59,025 |
SEYFARTH SHAW LLP9+ years Service code 29 · EIN 36-2152202 | Legal | $56,539 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $16,162 |
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 | $119,581 | $161,802-26.1% | $96,564+23.8% | $96,393+24.1% |
| Participation rate | 98.4% | 92.5%+6.0pp | 76.0%+22.4pp | 71.3%+27.1pp |
| Annual return | 23.90% | 18.41%+5.5pp | 25.89%-2.0pp | 22.88%+1.0pp |
| Employer contribution / active EE | $4,606 | $5,381-14.4% | $2,967+55.3% | $3,239+42.2% |
| Participant deferral / active EE | $6,066 | $8,927-32.1% | $4,852+25.0% | $5,455+11.2% |
| Admin fee / account holder | $80 | $61+31.1% | $8,256-99.0% | $74+8.1% |