Filed October 17, 2006 (most recent of 3 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.1+ years Filed as: VANGUARD Service code 37 · EIN 23-1945930 | Loan Processing | $10,180 |
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 | $130,016 | $34,220+279.9% | $73,837+76.1% | $59,188+119.7% |
| Participation rate | 98.6% | 59.1%+39.5pp | 73.4%+25.2pp | 69.4%+29.2pp |
| Annual return | 5.88% | 3.36%+2.5pp | 2268.13%-2262.2pp | 5.51%+0.4pp |
| Employer contribution / active EE | $5,415 | $1,480+265.9% | $2,788+94.3% | $2,098+158.1% |
| Participant deferral / active EE | $10,753 | $2,035+428.4% | $3,583+200.1% | $3,265+229.4% |
| Admin fee / account holder | $2 | $64-96.6% | $4,882-100.0% | $92-97.6% |