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.9+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $2,072,187 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,174,804 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $84,460 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $40,500 |
THE VANGUARD GROUP, INC.9+ years Service code 64 | Recordkeeping Fees | $0 |
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 | $58,209 | $36,954+57.5% | $80,669-27.8% | $96,393-39.6% |
| Participation rate | 96.4% | 33.6%+62.8pp | 67.0%+29.4pp | 71.3%+25.1pp |
| Annual return | 30.77% | 36.74%-6.0pp | 937.61%-906.8pp | 22.88%+7.9pp |
| Employer contribution / active EE | $2,488 | $776+220.6% | $2,724-8.6% | $3,239-23.2% |
| Participant deferral / active EE | $4,181 | $1,942+115.3% | $4,444-5.9% | $5,455-23.4% |
| Admin fee / account holder | $71 | $115-38.0% | $5,384-98.7% | $74-3.5% |