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.3 years Service code 16 · EIN 23-1945930 | Consulting | $1,325 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,073 | $86,294-53.6% | $111,319-64.0% | $85,852-53.3% |
| Participation rate | 98.8% | 73.3%+25.5pp | 77.3%+21.5pp | 69.3%+29.5pp |
| Annual return | 9.50% | 19.99%-10.5pp | 54.68%-45.2pp | 318.66%-309.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,566-100.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6 | $8,190-99.9% | $7,966-99.9% | $6,261-99.9% |