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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $286,371 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $39,794 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,585 | $136,266-73.2% | $90,767-59.7% | $77,906-53.0% |
| Participation rate | 96.7% | 86.6%+10.0pp | 75.7%+21.0pp | 73.7%+23.0pp |
| Annual return | 5.33% | -11.32%+16.7pp | -12.16%+17.5pp | 12.16%-6.8pp |
| Employer contribution / active EE | $1,229 | $4,215-70.9% | $2,922-58.0% | $2,846-56.8% |
| Participant deferral / active EE | $4,368 | $6,353-31.2% | $4,565-4.3% | $4,805-9.1% |
| Admin fee / account holder | $86 | $399-78.4% | $8,445-99.0% | $133-35.2% |