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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $328,433 |
KPMG LLP2 years Filed as: KPMG, LLP Service code 99 · EIN 13-5565207 | Other Fees | $72,800 |
Service code 99 · EIN 53-0181291 | Other Fees | $18,938 |
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.
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 | $35,808 | $94,554-62.1% | $133,982-73.3% | $106,273-66.3% |
| Participation rate | 92.3% | 76.2%+16.1pp | 79.8%+12.5pp | 70.8%+21.5pp |
| Annual return | 13.08% | 16.55%-3.5pp | 45.10%-32.0pp | 21.70%-8.6pp |
| Employer contribution / active EE | $1,399 | $2,503-44.1% | $3,919-64.3% | $2,722-48.6% |
| Participant deferral / active EE | $2,678 | $4,130-35.2% | $5,047-46.9% | $4,601-41.8% |
| Admin fee / account holder | $33 | $69-52.1% | $8,930-99.6% | $78-57.8% |