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) | $2,366,071 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $825,848 |
KPMG LLP1 year Filed as: KPMG LLC Service code 99 · EIN 15-5565207 | Other Fees | $54,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $186,762 | $88,686+110.6% | $130,070+43.6% | $96,393+93.7% |
| Participation rate | 96.9% | 78.8%+18.1pp | 78.5%+18.4pp | 71.3%+25.6pp |
| Annual return | 13.01% | 17.57%-4.6pp | -137.40%+150.4pp | 22.88%-9.9pp |
| Employer contribution / active EE | $2,984 | $2,843+5.0% | $4,322-31.0% | $3,239-7.9% |
| Participant deferral / active EE | $6,909 | $4,908+40.8% | $5,821+18.7% | $5,455+26.7% |
| Admin fee / account holder | $69 | $60+14.8% | $10,600-99.4% | $74-7.2% |