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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $247,557 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,425 | $77,180-60.6% | $117,861-74.2% | $177,276-82.8% |
| Participation rate | 89.4% | 85.8%+3.6pp | 79.7%+9.7pp | 74.8%+14.5pp |
| Annual return | 15.98% | 20.91%-4.9pp | 335.11%-319.1pp | 21.25%-5.3pp |
| Employer contribution / active EE | $832 | $1,992-58.2% | $3,786-78.0% | $2,479-66.4% |
| Participant deferral / active EE | $1,854 | $3,956-53.1% | $4,482-58.6% | $3,881-52.2% |
| Admin fee / account holder | $22 | $54-60.3% | $8,021-99.7% | $154-86.0% |