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.2 years Service code 99 · EIN 23-1945930 | Other Fees | $500 |
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 | $36,802 | $73,638-50.0% | $95,968-61.7% | $73,501-49.9% |
| Participation rate | 97.0% | 76.2%+20.9pp | 77.1%+19.9pp | 70.7%+26.3pp |
| Annual return | 28.89% | 16.78%+12.1pp | 91.65%-62.8pp | 28.51%+0.4pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,542-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3 | $482-99.5% | $6,798-100.0% | $513-99.5% |