Filed December 30, 1998
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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $119,967 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,797 | $81,321-72.0% | $68,509-66.7% | $59,188-61.5% |
| Participation rate | 95.9% | 83.8%+12.1pp | 74.7%+21.2pp | 69.4%+26.5pp |
| Annual return | -0.49% | 4.65%-5.1pp | 8.27%-8.8pp | 5.51%-6.0pp |
| Employer contribution / active EE | $687 | $3,297-79.2% | $2,278-69.8% | $2,098-67.3% |
| Participant deferral / active EE | $1,884 | $4,592-59.0% | $3,382-44.3% | $3,265-42.3% |
| Admin fee / account holder | $53 | $62-14.3% | $5,275-99.0% | $92-42.7% |