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 ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $443,201 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $172,002 |
RVK, INC.3 years Filed as: RVK Service code 16 · EIN 93-0919652 | Consulting | $45,084 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $302,110 | $191,300+57.9% | $103,065+193.1% | $200,096+51.0% |
| Participation rate | 96.8% | 93.4%+3.4pp | 80.6%+16.2pp | 72.0%+24.8pp |
| Annual return | 14.77% | 15.75%-1.0pp | 23.95%-9.2pp | 34.26%-19.5pp |
| Employer contribution / active EE | $10,773 | $6,666+61.6% | $4,675+130.4% | $3,038+254.6% |
| Participant deferral / active EE | $11,047 | $10,452+5.7% | $6,625+66.7% | $5,090+117.0% |
| Admin fee / account holder | $260 | $115+125.9% | $9,349-97.2% | $269-3.5% |