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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $173,882 |
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 | $25,586 | $134,045-80.9% | $80,022-68.0% | $75,289-66.0% |
| Participation rate | 89.1% | 85.8%+3.4pp | 75.8%+13.3pp | 72.4%+16.7pp |
| Annual return | -4.05% | -0.56%-3.5pp | 11.22%-15.3pp | -0.04%-4.0pp |
| Employer contribution / active EE | $915 | $3,492-73.8% | $2,468-62.9% | $2,405-61.9% |
| Participant deferral / active EE | $2,669 | $4,976-46.4% | $3,686-27.6% | $3,739-28.6% |
| Admin fee / account holder | $56 | $124-54.5% | $6,521-99.1% | $102-44.9% |