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.2+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,318,062 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP SECURITIES, INC Service code 16 · EIN 59-3099288 | Consulting | $90,000 |
MAYER HOFFMAN MCCANN P.C.2+ years Service code 10 · EIN 43-1947695 | Accounting | $29,250 |
THE VANGUARD GROUP, INC.2+ 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 | $52,841 | $26,033+103.0% | $74,577-29.1% | $329,111-83.9% |
| Participation rate | 97.9% | 26.0%+72.0pp | 68.1%+29.8pp | 67.9%+30.1pp |
| Annual return | 8.33% | 33.64%-25.3pp | 20.47%-12.1pp | 16.35%-8.0pp |
| Employer contribution / active EE | $2,033 | $317+540.3% | $2,525-19.5% | $2,303-11.7% |
| Participant deferral / active EE | $3,331 | $825+303.9% | $3,458-3.7% | $3,682-9.5% |
| Admin fee / account holder | $50 | $62-20.1% | $4,138-98.8% | $754-93.4% |