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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $298,403 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $118,449 |
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 | $95,791 | $70,961+35.0% | $108,582-11.8% | $65,292+46.7% |
| Participation rate | 99.1% | 80.9%+18.2pp | 79.6%+19.6pp | 72.4%+26.7pp |
| Annual return | 10.01% | 10.24%-0.2pp | -51.70%+61.7pp | 11.84%-1.8pp |
| Employer contribution / active EE | $2,972 | $1,833+62.2% | $3,758-20.9% | $2,302+29.1% |
| Participant deferral / active EE | $6,224 | $3,662+70.0% | $4,311+44.4% | $3,579+73.9% |
| Admin fee / account holder | $37 | $43-14.2% | $7,645-99.5% | $57-36.3% |