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.5 years Service code 99 · EIN 23-1945930 | Other Fees | $925 |
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 | $36,051 | $80,992-55.5% | $96,564-62.7% | $75,184-52.1% |
| Participation rate | 95.9% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.7pp |
| Annual return | 18.22% | 27.06%-8.8pp | 25.89%-7.7pp | 160.78%-142.6pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,967-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,852-100.0% | $4,127-100.0% |
| Admin fee / account holder | $20 | $6,717-99.7% | $8,256-99.8% | $5,652-99.6% |