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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $470,890 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $59,400 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $10,017 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,944 | $77,180+43.7% | $117,861-5.9% | $177,276-37.4% |
| Participation rate | 98.8% | 85.8%+13.1pp | 79.7%+19.2pp | 74.8%+24.0pp |
| Annual return | 19.05% | 20.91%-1.9pp | 335.11%-316.1pp | 21.25%-2.2pp |
| Employer contribution / active EE | $3,061 | $1,992+53.6% | $3,786-19.2% | $2,479+23.5% |
| Participant deferral / active EE | $6,568 | $3,956+66.0% | $4,482+46.6% | $3,881+69.3% |
| Admin fee / account holder | $48 | $54-11.1% | $8,021-99.4% | $154-68.6% |