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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $73,708 |
STEIN FINANCIAL GROUP LLC3+ years Service code 16 · EIN 46-4103165 | Consulting | $34,983 |
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 | $12,690 | $79,240-84.0% | $117,861-89.2% | $80,976-84.3% |
| Participation rate | 77.2% | 68.1%+9.1pp | 79.7%-2.4pp | 68.3%+9.0pp |
| Annual return | 17.01% | 34.09%-17.1pp | 335.11%-318.1pp | 22.91%-5.9pp |
| Employer contribution / active EE | $2,071 | $2,142-3.3% | $3,786-45.3% | $2,402-13.8% |
| Participant deferral / active EE | $0 | $3,102-100.0% | $4,482-100.0% | $3,848-100.0% |
| Admin fee / account holder | $8 | $65-87.2% | $8,021-99.9% | $67-87.6% |