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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $81,167 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $49,437 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $41,346 | $113,568-63.6% | $67,560-38.8% | $200,096-79.3% |
| Participation rate | 90.3% | 73.3%+17.0pp | 72.9%+17.4pp | 72.0%+18.3pp |
| Annual return | -0.77% | 15.88%-16.7pp | 3533.50%-3534.3pp | 34.26%-35.0pp |
| Employer contribution / active EE | $59 | $3,409-98.3% | $2,737-97.9% | $3,038-98.1% |
| Participant deferral / active EE | $3,347 | $4,163-19.6% | $4,004-16.4% | $5,090-34.2% |
| Admin fee / account holder | $68 | $102-33.3% | $3,994-98.3% | $269-74.6% |