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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $840,009 |
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 | $34,936 | $39,909-12.5% | $78,775-55.7% | $80,976-56.9% |
| Participation rate | 33.1% | 55.7%-22.6pp | 69.2%-36.1pp | 68.3%-35.1pp |
| Annual return | 24.51% | 23.47%+1.0pp | 35.62%-11.1pp | 22.91%+1.6pp |
| Employer contribution / active EE | $382 | $778-50.9% | $1,986-80.8% | $2,402-84.1% |
| Participant deferral / active EE | $889 | $1,359-34.6% | $2,958-70.0% | $3,848-76.9% |
| Admin fee / account holder | $52 | $50+4.6% | $5,132-99.0% | $67-23.0% |