Filed March 5, 2006
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.2+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $72,024 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $51,991 | $123,286-57.8% | $75,501-31.1% | $77,958-33.3% |
| Participation rate | 86.1% | 78.8%+7.3pp | 72.4%+13.7pp | 71.6%+14.4pp |
| Annual return | 10.99% | 20.45%-9.5pp | 27.35%-16.4pp | 20.87%-9.9pp |
| Employer contribution / active EE | $3,518 | $2,035+72.9% | $2,352+49.6% | $2,310+52.2% |
| Participant deferral / active EE | $1,609 | $3,095-48.0% | $3,142-48.8% | $3,537-54.5% |
| Admin fee / account holder | $48 | $144-66.4% | $5,801-99.2% | $97-50.3% |