Filed October 3, 2002 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC1+ years Filed as: 401(K) ADVISORS, INC. Service code 16 · EIN 33-0905143 | Consulting | $50,000 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $14,055 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,847 | $128,472+55.6% | $81,367+145.6% | $59,188+237.6% |
| Participation rate | 98.0% | 92.5%+5.5pp | 82.3%+15.7pp | 69.4%+28.6pp |
| Annual return | 2.54% | 1.24%+1.3pp | -0.92%+3.5pp | 5.51%-3.0pp |
| Employer contribution / active EE | $4,845 | $3,689+31.3% | $3,930+23.3% | $2,098+130.9% |
| Participant deferral / active EE | $8,499 | $6,963+22.0% | $5,383+57.9% | $3,265+160.3% |
| Admin fee / account holder | $30 | $71-58.3% | $8,926-99.7% | $92-67.7% |