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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $245,007 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $144,331 | $110,760+30.3% | $162,185-11.0% | $82,204+75.6% |
| Participation rate | 98.1% | 92.7%+5.4pp | 87.6%+10.5pp | 73.4%+24.7pp |
| Annual return | 14.91% | 22.97%-8.1pp | 115.61%-100.7pp | 26.31%-11.4pp |
| Employer contribution / active EE | $5,101 | $4,437+15.0% | $5,613-9.1% | $2,707+88.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $7,297-100.0% | $4,246-100.0% |
| Admin fee / account holder | $33 | $65-48.8% | $10,844-99.7% | $76-55.9% |