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 Service code 15 · EIN 23-1945930 | Recordkeeping | $5,128 |
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 | $28,616 | $65,378-56.2% | $87,102-67.1% | $65,188-56.1% |
| Participation rate | 99.3% | 75.3%+24.0pp | 76.9%+22.4pp | 70.2%+29.1pp |
| Annual return | 27.61% | 31.28%-3.7pp | 28.19%-0.6pp | 29.38%-1.8pp |
| Employer contribution / active EE | $0 | $1,823-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,048-100.0% | $3,514-100.0% |
| Admin fee / account holder | $21 | $520-96.0% | $7,493-99.7% | $847-97.5% |