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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $719,472 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $302,217 |
BEMANAGED10+ years Service code 26 · EIN 92-1408508 | Advisory (Participants) | $113,633 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $90,000 |
Filed as: MCCONNELL & JONES LLP Service code 99 · EIN 76-0488832 | Other Fees | $33,100 |
BDO USA, LLP2 years Filed as: BDO Service code 99 · EIN 13-5381590 | Other Fees | $19,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,324 | $159,391-8.8% | $102,423+41.9% | $99,062+46.7% |
| Participation rate | 96.2% | 88.6%+7.7pp | 76.5%+19.7pp | 71.6%+24.6pp |
| Annual return | 13.40% | 19.03%-5.6pp | 29.32%-15.9pp | 17.66%-4.3pp |
| Employer contribution / active EE | $3,175 | $4,207-24.5% | $3,023+5.0% | $3,262-2.7% |
| Participant deferral / active EE | $6,956 | $7,498-7.2% | $5,053+37.7% | $5,331+30.5% |
| Admin fee / account holder | $128 | $159-19.6% | $9,451-98.6% | $109+17.4% |