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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $161,248 |
KPMG LLP2 years Filed as: KPMG, LLP Service code 99 · EIN 13-5565207 | Other Fees | $20,000 |
Service code 99 · EIN 53-0181291 | Other Fees | $18,938 |
AMERICAN FUNDS3 years Filed as: ADVANCED CAPITAL GROUP Service code 16 · EIN 41-1921960 | Consulting | $17,500 |
STACY J ALLEN1 year Service code 16 · EIN 46-4135565 | Consulting | $8,750 |
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 | $18,085 | $94,554-80.9% | $133,982-86.5% | $106,273-83.0% |
| Participation rate | 81.6% | 76.2%+5.4pp | 79.8%+1.8pp | 70.8%+10.8pp |
| Annual return | 13.38% | 16.55%-3.2pp | 45.10%-31.7pp | 21.70%-8.3pp |
| Employer contribution / active EE | $3,038 | $2,503+21.4% | $3,919-22.5% | $2,722+11.6% |
| Participant deferral / active EE | $0 | $4,130-100.0% | $5,047-100.0% | $4,601-100.0% |
| Admin fee / account holder | $12 | $69-82.0% | $8,930-99.9% | $78-84.2% |