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.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $80,071 |
Filed as: GREENSPRING WEALTH MANAGEMENT Service code 31 · EIN 20-1611389 | Named fiduciary | $8,112 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,464 | $37,884-59.2% | $79,467-80.5% | $75,289-79.5% |
| Participation rate | 97.1% | 65.0%+32.1pp | 73.3%+23.8pp | 72.4%+24.7pp |
| Annual return | 44.83% | 1.06%+43.8pp | 718.30%-673.5pp | -0.04%+44.9pp |
| Employer contribution / active EE | $1,376 | $1,680-18.1% | $2,800-50.9% | $2,405-42.8% |
| Participant deferral / active EE | $1,397 | $2,569-45.6% | $3,704-62.3% | $3,739-62.6% |
| Admin fee / account holder | $73 | $77-4.7% | $5,104-98.6% | $102-28.7% |