Filed May 8, 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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,465 |
CONSIDINE & CONSIDINE10+ years Service code 26 · EIN 95-2694444 | Advisory (Participants) | $18,000 |
Filed as: CORIENT Service code 26 · EIN 37-1993115 | Advisory (Participants) | $6,048 |
DOWLING & YAHNKE LLC2 years Filed as: DOWLING & YAHNKE Service code 26 · EIN 26-0266092 | Advisory (Participants) | $6,045 |
Service code 99 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $367,716 | $102,422+259.0% | $147,117+149.9% | $80,959+354.2% |
| Participation rate | 98.6% | 75.9%+22.7pp | 82.2%+16.4pp | 67.7%+30.9pp |
| Annual return | 15.15% | 135.16%-120.0pp | 420.54%-405.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $2,997 | $3,717-19.4% | $4,932-39.2% | $2,757+8.7% |
| Participant deferral / active EE | $14,891 | $6,652+123.9% | $8,065+84.6% | $4,300+246.3% |
| Admin fee / account holder | $676 | $7,953-91.5% | $12,993-94.8% | $6,925-90.2% |