Filed April 27, 2001 (most recent of 3 filings on file)
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 Filed as: VANGUARD GROUP, INC. Service code 16 · EIN 23-1945930 | Consulting | $700 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $23,929 | $64,909-63.1% | $82,312-70.9% | $62,293-61.6% |
| Participation rate | 99.4% | 74.9%+24.6pp | 76.9%+22.5pp | 69.5%+29.9pp |
| Annual return | 23.42% | 21.18%+2.2pp | 25.88%-2.5pp | 28.90%-5.5pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $3 | $440-99.4% | $5,608-100.0% | $479-99.5% |