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.7+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $600,508 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,304 | $52,626+250.2% | $98,508+87.1% | $93,010+98.2% |
| Participation rate | 98.9% | 65.3%+33.5pp | 73.3%+25.5pp | 73.9%+25.0pp |
| Annual return | 21.47% | 16.95%+4.5pp | 1495.22%-1473.8pp | 158.70%-137.2pp |
| Employer contribution / active EE | $4,386 | $1,894+131.6% | $2,961+48.2% | $2,705+62.1% |
| Participant deferral / active EE | $11,795 | $2,907+305.7% | $4,276+175.8% | $4,561+158.6% |
| Admin fee / account holder | $112 | $102+10.0% | $5,956-98.1% | $152-25.8% |