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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $181,910 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $122,894 |
KPMG LLP4 years Filed as: KPMG, LLP Service code 99 · EIN 13-5565207 | Other Fees | $47,950 |
ASCENSUS LLC2 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 · EIN 90-0142264 | Consulting | $30,000 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $7,938 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,034 | $80,242-55.1% | $119,628-69.9% | $89,433-59.7% |
| Participation rate | 90.1% | 78.3%+11.9pp | 79.3%+10.9pp | 71.3%+18.9pp |
| Annual return | -13.23% | -12.97%-0.3pp | -14.98%+1.8pp | -11.88%-1.3pp |
| Employer contribution / active EE | $1,554 | $2,684-42.1% | $4,232-63.3% | $3,021-48.5% |
| Participant deferral / active EE | $2,941 | $4,686-37.2% | $5,601-47.5% | $5,125-42.6% |
| Admin fee / account holder | $28 | $66-57.3% | $10,330-99.7% | $79-64.3% |