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.3+ years Service code 26 · EIN 23-1945930 | Advisory (Participants) | $143,874 |
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 | $28,966 | $90,410-68.0% | $91,004-68.2% | $77,958-62.8% |
| Participation rate | 94.4% | 86.4%+8.0pp | 75.6%+18.8pp | 71.6%+22.7pp |
| Annual return | 18.32% | 21.34%-3.0pp | 4.60%+13.7pp | 20.87%-2.5pp |
| Employer contribution / active EE | $923 | $3,392-72.8% | $2,456-62.4% | $2,310-60.0% |
| Participant deferral / active EE | $2,638 | $4,816-45.2% | $3,548-25.6% | $3,537-25.4% |
| Admin fee / account holder | $56 | $79-29.6% | $5,417-99.0% | $97-42.9% |