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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,659 |
STEIN FINANCIAL GROUP LLC1+ years Service code 16 · EIN 46-4103165 | Consulting | $22,206 |
Annual investment return 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.
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 | $8,022 | $69,651-88.5% | $94,229-91.5% | $69,651-88.5% |
| Participation rate | 77.7% | 66.6%+11.2pp | 78.8%-1.0pp | 66.6%+11.2pp |
| Annual return | -1.09% | 53.77%-54.9pp | 10.68%-11.8pp | 53.77%-54.9pp |
| Employer contribution / active EE | $1,918 | $2,241-14.4% | $3,587-46.5% | $2,241-14.4% |
| Participant deferral / active EE | $0 | $3,635-100.0% | $4,320-100.0% | $3,635-100.0% |
| Admin fee / account holder | $5 | $63-91.5% | $6,269-99.9% | $63-91.5% |