Filed September 28, 2000
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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,012 |
25 funds of $250K or more; 16 lines in all, holding $81.7M of the plan's $82.5M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $45.2M | 55.4% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $10.6M | 13.0% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market Recordkeeper's own fund | $4.0M | 4.8% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $3.2M | 3.9% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.9M | 3.5% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.4M | 2.9% |
| Vanguard Capital Opportunity Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.0M | 2.5% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.9M | 2.3% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.8M | 2.3% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.8M | 2.1% |
See the other 6 lines in this lineup with Solo.
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Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard International Growth Fund Investor Shares to Vanguard International Growth Fund Admiral Shares | $1.7M to $1.8M |
| Share class changeVanguard Extended Market Index Fund Investor Shares to Vanguard Extended Market Index Fund Admiral Shares | $1.6M to $1.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,121 | $61,058+129.5% | $71,209+96.8% | $85,563+63.8% |
| Participation rate | 91.0% | 58.6%+32.4pp | 73.8%+17.2pp | 66.0%+25.0pp |
| Annual return | 18.09% | 100.41%-82.3pp | 282.51%-264.4pp | 31.51%-13.4pp |
| Employer contribution / active EE | $9,106 | $2,199+314.2% | $2,721+234.7% | $2,654+243.2% |
| Participant deferral / active EE | $6,794 | $3,173+114.1% | $4,175+62.7% | $4,375+55.3% |
| Admin fee / account holder | $32 | $855-96.2% | $5,349-99.4% | $834-96.1% |