Filed April 23, 1991
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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $298,930 |
Annual investment return 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 | $171,531 | $145,513+17.9% | $184,256-6.9% | $99,313+72.7% |
| Participation rate | 96.8% | 90.3%+6.6pp | 86.8%+10.0pp | 71.7%+25.1pp |
| Annual return | 10.96% | 21.25%-10.3pp | 28.85%-17.9pp | 17.67%-6.7pp |
| Employer contribution / active EE | $5,875 | $5,354+9.7% | $6,427-8.6% | $3,264+80.0% |
| Participant deferral / active EE | $0 | $8,423-100.0% | $9,133-100.0% | $5,346-100.0% |
| Admin fee / account holder | $36 | $78-53.6% | $13,899-99.7% | $109-67.0% |