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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $766,575 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $225,392 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $186,250 |
BEMANAGED9+ years Service code 27 · EIN 59-3835428 | Advisory (Plan) | $134,300 |
BDO USA, LLP1 year Filed as: BDO Service code 99 · EIN 13-5381590 | Other Fees | $77,096 |
Filed as: KRONICK KALADA BERDY & CO PC Service code 99 · EIN 23-2667890 | Other Fees | $25,000 |
VARNUM LLP1 year Filed as: VARNUM ATTORNEYS AT LAW Service code 16 · EIN 38-1294924 | Consulting | $13,474 |
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 | $133,029 | $118,464+12.3% | $96,564+37.8% | $103,657+28.3% |
| Participation rate | 96.4% | 89.0%+7.4pp | 76.0%+20.4pp | 73.4%+23.0pp |
| Annual return | 18.53% | 18.79%-0.3pp | 25.89%-7.4pp | 33.13%-14.6pp |
| Employer contribution / active EE | $3,323 | $4,210-21.1% | $2,967+12.0% | $3,216+3.3% |
| Participant deferral / active EE | $6,753 | $7,277-7.2% | $4,852+39.2% | $5,218+29.4% |
| Admin fee / account holder | $153 | $81+89.0% | $8,256-98.1% | $114+34.3% |