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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $261,408 |
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 | $166,675 | $136,780+21.9% | $189,534-12.1% | $101,555+64.1% |
| Participation rate | 98.1% | 90.9%+7.2pp | 87.8%+10.3pp | 74.5%+23.5pp |
| Annual return | 10.90% | 37.00%-26.1pp | 555.39%-544.5pp | 21.00%-10.1pp |
| Employer contribution / active EE | $5,149 | $4,857+6.0% | $6,162-16.5% | $2,972+73.2% |
| Participant deferral / active EE | $0 | $7,572-100.0% | $8,220-100.0% | $4,874-100.0% |
| Admin fee / account holder | $33 | $64-48.0% | $12,049-99.7% | $139-76.1% |