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.7+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,717,116 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,105,298 |
NEWPORT GROUP, INC.7+ years Filed as: NEWPORT GROUP SECURITIES, INC Service code 16 · EIN 59-3099288 | Consulting | $90,000 |
MAYER HOFFMAN MCCANN P.C.7+ years Service code 10 · EIN 43-1947695 | Accounting | $35,750 |
Filed as: EMPOWER RETIREMENT Service code 14 · EIN 84-1455663 | Plan Administrator | $28,711 |
THE VANGUARD GROUP, INC.7+ years Service code 64 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,572 | $104,165-39.0% | $96,188-33.9% | $106,520-40.3% |
| Participation rate | 92.8% | 31.3%+61.5pp | 68.4%+24.3pp | 71.3%+21.5pp |
| Annual return | 16.69% | 25.28%-8.6pp | 192.12%-175.4pp | 19.28%-2.6pp |
| Employer contribution / active EE | $2,209 | $599+268.8% | $2,800-21.1% | $2,840-22.2% |
| Participant deferral / active EE | $3,795 | $1,572+141.4% | $4,350-12.8% | $4,948-23.3% |
| Admin fee / account holder | $80 | $98-18.0% | $5,538-98.5% | $75+7.8% |