Filed January 28, 2002 (most recent of 4 filings on file)
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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $227,705 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,700 | $69,298-54.3% | $94,229-66.4% | $67,505-53.0% |
| Participation rate | 90.7% | 78.7%+12.0pp | 78.8%+11.9pp | 71.2%+19.5pp |
| Annual return | 1.72% | 4.36%-2.6pp | 10.68%-9.0pp | 6.52%-4.8pp |
| Employer contribution / active EE | $596 | $1,785-66.6% | $3,587-83.4% | $2,173-72.6% |
| Participant deferral / active EE | $2,284 | $3,471-34.2% | $4,320-47.1% | $3,597-36.5% |
| Admin fee / account holder | $26 | $59-55.7% | $6,269-99.6% | $56-53.6% |