Filed May 10, 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.1+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,199,804 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP SECURITIES, INC Service code 16 · EIN 59-3099288 | Consulting | $112,500 |
MAYER HOFFMAN MCCANN P.C.1+ years Service code 10 · EIN 34-1884125 | Accounting | $26,500 |
THE VANGUARD GROUP, INC.1+ years Service code 64 | Recordkeeping Fees | $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 | $52,991 | $23,187+128.5% | $67,704-21.7% | $69,651-23.9% |
| Participation rate | 98.6% | 20.5%+78.1pp | 67.5%+31.1pp | 66.6%+32.0pp |
| Annual return | 0.16% | 599.89%-599.7pp | 25.41%-25.3pp | 53.77%-53.6pp |
| Employer contribution / active EE | $2,139 | $277+672.0% | $2,559-16.4% | $2,241-4.5% |
| Participant deferral / active EE | $3,510 | $676+419.4% | $3,585-2.1% | $3,635-3.5% |
| Admin fee / account holder | $50 | $65-22.8% | $4,255-98.8% | $63-20.9% |