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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $283,400 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $115,000 |
FUST CHARLES CHAMBERS LLP1+ years Filed as: FURST CHARLES CHAMBERS LLP Service code 10 · EIN 16-1226221 | Accounting | $10,150 |
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 | $86,106 | $69,298+24.3% | $94,229-8.6% | $67,505+27.6% |
| Participation rate | 98.2% | 78.7%+19.5pp | 78.8%+19.4pp | 71.2%+27.0pp |
| Annual return | 10.79% | 4.36%+6.4pp | 10.68%+0.1pp | 6.52%+4.3pp |
| Employer contribution / active EE | $2,911 | $1,785+63.1% | $3,587-18.8% | $2,173+34.0% |
| Participant deferral / active EE | $5,770 | $3,471+66.2% | $4,320+33.6% | $3,597+60.4% |
| Admin fee / account holder | $35 | $59-40.4% | $6,269-99.4% | $56-37.6% |