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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $126,363 |
AMERICAN FUNDS2 years Filed as: ADVANCED CAPITAL GROUP Service code 16 · EIN 41-1921960 | Consulting | $35,000 |
KPMG LLP1 year Filed as: KPMG, LLP Service code 99 · EIN 13-5565207 | Other Fees | $16,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,709 | $85,938-79.4% | $125,195-85.9% | $89,609-80.2% |
| Participation rate | 62.3% | 73.9%-11.6pp | 79.8%-17.5pp | 69.6%-7.3pp |
| Annual return | 20.30% | 20.69%-0.4pp | 43.79%-23.5pp | 33.65%-13.4pp |
| Employer contribution / active EE | $2,961 | $2,681+10.5% | $3,866-23.4% | $2,584+14.6% |
| Participant deferral / active EE | $0 | $3,818-100.0% | $4,937-100.0% | $4,222-100.0% |
| Admin fee / account holder | $12 | $56-77.9% | $9,704-99.9% | $72-82.6% |