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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,530,046 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $821,284 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $160,854 |
KPMG LLP2 years Filed as: KPMG LLC Service code 99 · EIN 13-5565207 | Other Fees | $111,400 |
Filed as: FRANCIS LLC Service code 16 · EIN 90-0142264 | Consulting | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $209,695 | $96,807+116.6% | $165,100+27.0% | $106,553+96.8% |
| Participation rate | 96.4% | 79.1%+17.3pp | 78.6%+17.8pp | 69.8%+26.6pp |
| Annual return | 11.46% | 17.39%-5.9pp | 70.21%-58.8pp | 17.37%-5.9pp |
| Employer contribution / active EE | $3,337 | $2,888+15.5% | $4,348-23.3% | $3,359-0.7% |
| Participant deferral / active EE | $7,595 | $5,055+50.2% | $6,035+25.8% | $5,562+36.5% |
| Admin fee / account holder | $82 | $66+24.8% | $12,696-99.4% | $80+3.0% |