Filed June 20, 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.3+ years Filed as: VANGUARD GROUP INC Service code 26 · EIN 23-1945930 | Advisory (Participants) | $426,815 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,517 | $159,202+61.1% | $97,995+161.8% | $77,958+229.0% |
| Participation rate | 100.0% | 91.5%+8.5pp | 82.4%+17.6pp | 71.6%+28.4pp |
| Annual return | 15.52% | 28.47%-12.9pp | 23.94%-8.4pp | 20.87%-5.3pp |
| Employer contribution / active EE | $10,624 | $4,224+151.5% | $4,158+155.5% | $2,310+359.8% |
| Participant deferral / active EE | $10,890 | $7,461+46.0% | $5,097+113.7% | $3,537+207.9% |
| Admin fee / account holder | $245 | $83+195.7% | $5,943-95.9% | $97+151.1% |