Filed October 18, 2004
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $251,443 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,991 | $123,286-28.6% | $75,501+16.5% | $77,958+12.9% |
| Participation rate | 67.7% | 78.8%-11.1pp | 72.4%-4.7pp | 71.6%-4.0pp |
| Annual return | 96.09% | 20.45%+75.6pp | 27.35%+68.7pp | 20.87%+75.2pp |
| Employer contribution / active EE | $679 | $2,035-66.6% | $2,352-71.1% | $2,310-70.6% |
| Participant deferral / active EE | $1,768 | $3,095-42.9% | $3,142-43.7% | $3,537-50.0% |
| Admin fee / account holder | $86 | $144-40.4% | $5,801-98.5% | $97-11.8% |