Filed July 26, 2006 (most recent of 4 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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $851,185 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $60,308 |
ADP BROKER-DEALER1 year Filed as: ADP INC Service code 14 · EIN 13-3036745 | Plan Administrator | $8,450 |
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 | $143,571 | $106,553+34.7% | $133,698+7.4% | $106,553+34.7% |
| Participation rate | 97.9% | 69.8%+28.1pp | 76.4%+21.5pp | 69.8%+28.1pp |
| Annual return | 15.26% | 17.37%-2.1pp | 580.90%-565.6pp | 17.37%-2.1pp |
| Employer contribution / active EE | $4,218 | $3,359+25.6% | $4,2180% | $3,359+25.6% |
| Participant deferral / active EE | $6,447 | $5,562+15.9% | $7,016-8.1% | $5,562+15.9% |
| Admin fee / account holder | $55 | $80-30.7% | $6,703-99.2% | $80-30.7% |