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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $231,678 |
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 | $29,457 | $96,403-69.4% | $93,621-68.5% | $77,775-62.1% |
| Participation rate | 97.2% | 87.6%+9.6pp | 75.8%+21.4pp | 73.2%+24.0pp |
| Annual return | 23.39% | 39.36%-16.0pp | 32.76%-9.4pp | 32.58%-9.2pp |
| Employer contribution / active EE | $1,072 | $3,616-70.3% | $2,719-60.6% | $2,504-57.2% |
| Participant deferral / active EE | $3,419 | $5,341-36.0% | $4,070-16.0% | $3,966-13.8% |
| Admin fee / account holder | $70 | $90-21.6% | $7,890-99.1% | $100-29.9% |