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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $246,852 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,532 | $104,281+24.2% | $140,019-7.5% | $68,904+88.0% |
| Participation rate | 98.4% | 89.1%+9.3pp | 87.5%+10.9pp | 74.1%+24.3pp |
| Annual return | -0.40% | -1.33%+0.9pp | 651.19%-651.6pp | 1.07%-1.5pp |
| Employer contribution / active EE | $4,997 | $4,070+22.8% | $5,605-10.9% | $2,540+96.7% |
| Participant deferral / active EE | $0 | $6,129-100.0% | $6,927-100.0% | $4,015-100.0% |
| Admin fee / account holder | $35 | $79-56.0% | $10,705-99.7% | $71-51.5% |