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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $544,189 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $464,325 |
COOK STREET CONSULTING2 years Service code 16 · EIN 84-0854432 | Consulting | $86,888 |
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 | $169,184 | $91,746+84.4% | $146,649+15.4% | $93,010+81.9% |
| Participation rate | 97.7% | 80.9%+16.7pp | 80.1%+17.6pp | 73.9%+23.8pp |
| Annual return | 14.36% | 18.28%-3.9pp | 22.75%-8.4pp | 158.70%-144.3pp |
| Employer contribution / active EE | $3,704 | $2,815+31.6% | $4,137-10.5% | $2,705+36.9% |
| Participant deferral / active EE | $9,922 | $4,589+116.2% | $5,506+80.2% | $4,561+117.5% |
| Admin fee / account holder | $127 | $101+25.1% | $10,281-98.8% | $152-16.6% |