Filed December 10, 2005 (most recent of 2 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: VANGUARD GROUP INC. Service code 16 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Consulting | $431,488 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,325 | $118,337+61.7% | $189,534+0.9% | $93,010+105.7% |
| Participation rate | 99.4% | 89.1%+10.3pp | 87.8%+11.6pp | 73.9%+25.5pp |
| Annual return | 13.07% | 21.77%-8.7pp | 555.39%-542.3pp | 158.70%-145.6pp |
| Employer contribution / active EE | $7,755 | $4,204+84.5% | $6,162+25.8% | $2,705+186.7% |
| Participant deferral / active EE | $7,105 | $7,123-0.2% | $8,220-13.6% | $4,561+55.8% |
| Admin fee / account holder | $113 | $100+13.7% | $12,049-99.1% | $152-25.3% |