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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $133,752 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $108,511 |
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 | $148,247 | $105,179+40.9% | $64,110+131.2% | $80,187+84.9% |
| Participation rate | 52.8% | 73.5%-20.8pp | 72.3%-19.6pp | 72.9%-20.2pp |
| Annual return | 29.09% | 20.34%+8.8pp | 33.75%-4.7pp | 40.40%-11.3pp |
| Employer contribution / active EE | $439 | $3,311-86.7% | $2,751-84.0% | $2,980-85.3% |
| Participant deferral / active EE | $4,308 | $4,020+7.2% | $3,883+11.0% | $5,016-14.1% |
| Admin fee / account holder | $71 | $113-37.2% | $3,071-97.7% | $145-51.0% |