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.4+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $2,300,657 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT GROUP SECURITIES, INC Service code 16 · EIN 59-3099288 | Consulting | $90,000 |
MAYER HOFFMAN MCCANN P.C.4+ years Service code 10 · EIN 43-1947695 | Accounting | $42,250 |
THE VANGUARD GROUP, INC.4+ 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 | $46,672 | $26,810+74.1% | $76,518-39.0% | $73,367-36.4% |
| Participation rate | 97.8% | 34.6%+63.1pp | 68.0%+29.8pp | 69.5%+28.3pp |
| Annual return | -5.09% | 17.04%-22.1pp | -0.27%-4.8pp | 173.45%-178.5pp |
| Employer contribution / active EE | $2,061 | $503+310.0% | $2,647-22.2% | $2,499-17.5% |
| Participant deferral / active EE | $3,386 | $1,312+158.0% | $3,836-11.7% | $4,033-16.0% |
| Admin fee / account holder | $72 | $71+1.8% | $4,849-98.5% | $68+5.3% |