Filed May 17, 2000
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 | $457,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,063 | $38,963-38.2% | $71,793-66.5% | $329,111-92.7% |
| Participation rate | 38.6% | 53.8%-15.1pp | 69.1%-30.5pp | 67.9%-29.2pp |
| Annual return | 13.17% | 9.85%+3.3pp | 78.04%-64.9pp | 16.35%-3.2pp |
| Employer contribution / active EE | $514 | $758-32.1% | $1,924-73.3% | $2,303-77.7% |
| Participant deferral / active EE | $977 | $1,286-24.0% | $2,794-65.0% | $3,682-73.5% |
| Admin fee / account holder | $19 | $50-63.0% | $4,815-99.6% | $754-97.5% |