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.6 years Service code 99 · EIN 23-1945930 | Other Fees | $625 |
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 | $40,657 | $86,949-53.2% | $102,460-60.3% | $80,959-49.8% |
| Participation rate | 94.0% | 72.4%+21.6pp | 76.5%+17.5pp | 67.7%+26.4pp |
| Annual return | 13.73% | 18.89%-5.2pp | 29.47%-15.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $16 | $8,048-99.8% | $9,460-99.8% | $6,925-99.8% |