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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $829,050 |
COOK STREET CONSULTING1 year Service code 16 · EIN 84-0854432 | Consulting | $84,357 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,208 | $82,783+87.5% | $133,982+15.8% | $90,274+71.9% |
| Participation rate | 98.1% | 81.3%+16.8pp | 79.8%+18.2pp | 73.4%+24.7pp |
| Annual return | 16.93% | 21.89%-5.0pp | 45.10%-28.2pp | 53.97%-37.0pp |
| Employer contribution / active EE | $3,401 | $2,388+42.4% | $3,919-13.2% | $2,523+34.8% |
| Participant deferral / active EE | $8,654 | $4,291+101.7% | $5,047+71.5% | $4,231+104.6% |
| Admin fee / account holder | $104 | $93+12.2% | $8,930-98.8% | $114-8.7% |