Filed October 18, 2004 (most recent of 2 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 | $151,418 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $98,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,173 | $98,780+25.7% | $60,919+103.8% | $77,906+59.4% |
| Participation rate | 53.7% | 76.7%-23.0pp | 73.1%-19.5pp | 73.7%-20.0pp |
| Annual return | -13.58% | -11.56%-2.0pp | 16.98%-30.6pp | 12.16%-25.7pp |
| Employer contribution / active EE | $472 | $3,605-86.9% | $2,704-82.6% | $2,846-83.4% |
| Participant deferral / active EE | $4,508 | $4,200+7.3% | $3,814+18.2% | $4,805-6.2% |
| Admin fee / account holder | $76 | $89-14.1% | $3,226-97.6% | $133-42.6% |