Filed March 17, 2006
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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $177,356 |
GREENSPRING ADVISORS, LLC2 years Filed as: GREENSPRING ADVISORS Service code 31 · EIN 82-5320133 | Named fiduciary | $56,910 |
RSM US LLP2 years Filed as: RSM US, LLP Service code 99 · EIN 42-0714325 | Other Fees | $17,000 |
SMITH & DOWNEY1 year Service code 31 · EIN 52-1839270 | Named fiduciary | $6,305 |
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 | $14,511 | $43,236-66.4% | $82,763-82.5% | $77,906-81.4% |
| Participation rate | 98.1% | 64.2%+33.9pp | 72.6%+25.5pp | 73.7%+24.4pp |
| Annual return | -15.11% | 2.40%-17.5pp | 702.45%-717.6pp | 12.16%-27.3pp |
| Employer contribution / active EE | $5,537 | $1,924+187.7% | $3,008+84.1% | $2,846+94.5% |
| Participant deferral / active EE | $1,274 | $3,069-58.5% | $4,395-71.0% | $4,805-73.5% |
| Admin fee / account holder | $94 | $102-7.9% | $5,325-98.2% | $133-28.8% |