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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $121,235 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $89,168 |
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 | $94,317 | $120,057-21.4% | $75,728+24.5% | $93,010+1.4% |
| Participation rate | 73.4% | 77.3%-3.9pp | 74.8%-1.4pp | 73.9%-0.5pp |
| Annual return | 18.89% | 19.62%-0.7pp | 104.66%-85.8pp | 158.70%-139.8pp |
| Employer contribution / active EE | $664 | $3,253-79.6% | $2,743-75.8% | $2,705-75.5% |
| Participant deferral / active EE | $6,473 | $4,089+58.3% | $3,820+69.4% | $4,561+41.9% |
| Admin fee / account holder | $63 | $81-22.7% | $3,620-98.3% | $152-58.5% |