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.3+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $305,976 |
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 | $129,653 | $41,256+214.3% | $86,593+49.7% | $77,958+66.3% |
| Participation rate | 98.3% | 63.0%+35.3pp | 73.5%+24.8pp | 71.6%+26.7pp |
| Annual return | 17.35% | 17.67%-0.3pp | 965.08%-947.7pp | 20.87%-3.5pp |
| Employer contribution / active EE | $4,012 | $1,613+148.8% | $2,840+41.3% | $2,310+73.7% |
| Participant deferral / active EE | $10,812 | $2,332+363.6% | $3,609+199.6% | $3,537+205.7% |
| Admin fee / account holder | $65 | $71-7.9% | $4,904-98.7% | $97-33.0% |