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 Service code 15 · EIN 23-1945930 | Recordkeeping | $58,446 |
STEIN FINANCIAL GROUP LLC2+ years Service code 16 · EIN 46-4103165 | Consulting | $26,250 |
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 | $10,142 | $79,480-87.2% | $108,582-90.7% | $329,111-96.9% |
| Participation rate | 78.8% | 72.0%+6.8pp | 79.6%-0.8pp | 67.9%+10.9pp |
| Annual return | 9.58% | 18.07%-8.5pp | -51.70%+61.3pp | 16.35%-6.8pp |
| Employer contribution / active EE | $1,929 | $2,317-16.7% | $3,758-48.7% | $2,303-16.2% |
| Participant deferral / active EE | $0 | $3,243-100.0% | $4,311-100.0% | $3,682-100.0% |
| Admin fee / account holder | $7 | $68-89.9% | $7,645-99.9% | $754-99.1% |