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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $883,787 |
COOK STREET CONSULTING3 years Filed as: COOK STREET CONSULTING INC. Service code 16 · EIN 84-0854432 | Consulting | $81,900 |
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 | $128,424 | $83,826+53.2% | $125,195+2.6% | $82,204+56.2% |
| Participation rate | 98.1% | 83.1%+15.0pp | 79.8%+18.3pp | 73.4%+24.7pp |
| Annual return | 22.61% | 22.78%-0.2pp | 43.79%-21.2pp | 26.31%-3.7pp |
| Employer contribution / active EE | $3,735 | $2,267+64.7% | $3,866-3.4% | $2,707+38.0% |
| Participant deferral / active EE | $8,821 | $4,293+105.5% | $4,937+78.7% | $4,246+107.8% |
| Admin fee / account holder | $99 | $74+32.7% | $9,704-99.0% | $76+30.5% |