Filed August 21, 2000 (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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $382,123 |
BEMANAGED1 year Filed as: BEMANAGED, INC. Service code 26 · EIN 59-3835428 | Advisory (Participants) | $170,486 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $75,000 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $8,770 |
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,187 | $96,261+36.3% | $76,768+70.9% | $68,904+90.4% |
| Participation rate | 98.7% | 87.0%+11.7pp | 77.0%+21.7pp | 74.1%+24.6pp |
| Annual return | -4.33% | -0.85%-3.5pp | 2.43%-6.8pp | 1.07%-5.4pp |
| Employer contribution / active EE | $5,019 | $3,303+51.9% | $2,485+102.0% | $2,540+97.6% |
| Participant deferral / active EE | $4,857 | $5,537-12.3% | $3,852+26.1% | $4,015+21.0% |
| Admin fee / account holder | $101 | $73+39.0% | $6,675-98.5% | $71+42.1% |