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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $704,722 |
BEMANAGED4 years Filed as: BEMANAGED, INC. Service code 26 · EIN 59-3835428 | Advisory (Participants) | $176,544 |
CAP FINANCIAL PARTNERS, LLC3 years Service code 16 · EIN 26-0058143 | Consulting | $93,750 |
BDO USA, LLP5 years Service code 10 · EIN 13-5381590 | Accounting | $29,160 |
WATKINS ROSS2 years Filed as: WATKINS ROSS & CO. Service code 10 · EIN 38-1477362 | Accounting | $10,000 |
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,611 | $134,619+22.3% | $111,319+47.9% | $101,555+62.1% |
| Participation rate | 98.4% | 89.0%+9.4pp | 77.3%+21.1pp | 74.5%+23.8pp |
| Annual return | 12.39% | 17.96%-5.6pp | 54.68%-42.3pp | 21.00%-8.6pp |
| Employer contribution / active EE | $4,857 | $3,829+26.8% | $2,732+77.8% | $2,972+63.4% |
| Participant deferral / active EE | $5,500 | $6,572-16.3% | $4,488+22.6% | $4,874+12.8% |
| Admin fee / account holder | $139 | $86+60.5% | $7,966-98.3% | $139-0.7% |