Filed June 30, 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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $141,228 |
HARDY REED LLC1 year Filed as: HARDY REED, LLC Service code 16 · EIN 20-5400340 | Consulting | $14,810 |
Filed as: HUB INTERNATIONAL GULF SOUTH Service code 16 · EIN 35-0672425 | Consulting | $5,563 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,244 | $38,058-17.9% | $169,452-81.6% | $75,289-58.5% |
| Participation rate | 97.5% | 65.1%+32.4pp | 77.8%+19.8pp | 72.4%+25.1pp |
| Annual return | -5.60% | -2.88%-2.7pp | 1.83%-7.4pp | -0.04%-5.6pp |
| Employer contribution / active EE | $4,188 | $1,478+183.3% | $4,157+0.8% | $2,405+74.1% |
| Participant deferral / active EE | $5,961 | $3,201+86.2% | $5,277+13.0% | $3,739+59.4% |
| Admin fee / account holder | $72 | $85-15.6% | $9,110-99.2% | $102-29.7% |