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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $287,845 |
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 | $160,096 | $129,756+23.4% | $170,055-5.9% | $103,657+54.4% |
| Participation rate | 97.7% | 91.3%+6.4pp | 87.0%+10.7pp | 73.4%+24.3pp |
| Annual return | 12.40% | 20.17%-7.8pp | 53.43%-41.0pp | 33.13%-20.7pp |
| Employer contribution / active EE | $5,796 | $5,236+10.7% | $6,790-14.6% | $3,216+80.3% |
| Participant deferral / active EE | $0 | $8,283-100.0% | $10,410-100.0% | $5,218-100.0% |
| Admin fee / account holder | $35 | $73-51.6% | $12,828-99.7% | $114-69.1% |