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.3+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,924,571 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT GROUP SECURITIES, INC Service code 16 · EIN 59-3099288 | Consulting | $90,000 |
MAYER HOFFMAN MCCANN P.C.3+ years Service code 10 · EIN 43-1947695 | Accounting | $21,250 |
THE VANGUARD GROUP, INC.3+ 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 | $54,347 | $29,988+81.2% | $81,473-33.3% | $80,976-32.9% |
| Participation rate | 97.9% | 32.0%+65.9pp | 68.0%+30.0pp | 68.3%+29.7pp |
| Annual return | 17.18% | 51.73%-34.6pp | 38.78%-21.6pp | 22.91%-5.7pp |
| Employer contribution / active EE | $2,045 | $470+335.4% | $2,568-20.4% | $2,402-14.9% |
| Participant deferral / active EE | $3,355 | $1,209+177.6% | $3,537-5.1% | $3,848-12.8% |
| Admin fee / account holder | $65 | $63+3.7% | $4,561-98.6% | $67-3.5% |