Filed September 28, 1992
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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $586,307 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $491,039 |
COOK STREET CONSULTING5 years Service code 16 · EIN 84-0854432 | Consulting | $94,944 |
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 | $185,265 | $2,703,213-93.1% | $165,100+12.2% | $200,096-7.4% |
| Participation rate | 97.6% | 78.4%+19.1pp | 78.6%+18.9pp | 72.0%+25.5pp |
| Annual return | 15.67% | 17.97%-2.3pp | 70.21%-54.5pp | 34.26%-18.6pp |
| Employer contribution / active EE | $4,393 | $2,973+47.8% | $4,348+1.0% | $3,038+44.6% |
| Participant deferral / active EE | $11,732 | $5,021+133.7% | $6,035+94.4% | $5,090+130.5% |
| Admin fee / account holder | $145 | $1,999-92.7% | $12,696-98.9% | $269-46.0% |