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 year Filed as: VANGUARD ADVIDSORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $192,927 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $102,978 |
KPMG LLP3 years Filed as: KPMG, LLP Service code 99 · EIN 13-5565207 | Other Fees | $57,315 |
ASCENSUS LLC1 year Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 · EIN 90-0142264 | Consulting | $25,000 |
WILLIS TOWERS WATSON US LLC2 years Service code 99 · EIN 53-0181291 | Other Fees | $11,373 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,821 | $107,401-61.1% | $146,649-71.5% | $106,520-60.7% |
| Participation rate | 91.2% | 78.6%+12.5pp | 80.1%+11.1pp | 71.3%+19.8pp |
| Annual return | 14.17% | 18.50%-4.3pp | 22.75%-8.6pp | 19.28%-5.1pp |
| Employer contribution / active EE | $1,532 | $2,794-45.2% | $4,137-63.0% | $2,840-46.1% |
| Participant deferral / active EE | $2,969 | $4,619-35.7% | $5,506-46.1% | $4,948-40.0% |
| Admin fee / account holder | $30 | $65-54.3% | $10,281-99.7% | $75-60.3% |