Filed April 28, 1997
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $848,930 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $351,806 |
NEPC, LLC8+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $26,000 |
GJC CPA'S & ADVISORS1 year Service code 10 · EIN 38-2029668 | Accounting | $20,600 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,183 | $119,153-36.9% | $151,634-50.4% | $78,104-3.7% |
| Participation rate | 98.9% | 92.5%+6.4pp | 87.5%+11.4pp | 74.5%+24.4pp |
| Annual return | -14.72% | -10.83%-3.9pp | 3.32%-18.0pp | 10.90%-25.6pp |
| Employer contribution / active EE | $3,931 | $5,298-25.8% | $6,165-36.2% | $3,128+25.7% |
| Participant deferral / active EE | $5,231 | $8,624-39.3% | $8,363-37.4% | $5,089+2.8% |
| Admin fee / account holder | $96 | $69+40.2% | $11,614-99.2% | $79+22.1% |