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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $558,712 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $450,868 |
COOK STREET CONSULTING3 years Service code 16 · EIN 84-0854432 | Consulting | $88,952 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,086 | $84,000+54.9% | $119,628+8.7% | $77,906+67.0% |
| Participation rate | 97.9% | 77.8%+20.1pp | 79.3%+18.6pp | 73.7%+24.2pp |
| Annual return | -18.95% | -11.59%-7.4pp | -14.98%-4.0pp | 12.16%-31.1pp |
| Employer contribution / active EE | $3,916 | $2,907+34.7% | $4,232-7.5% | $2,846+37.6% |
| Participant deferral / active EE | $10,056 | $4,705+113.7% | $5,601+79.5% | $4,805+109.3% |
| Admin fee / account holder | $122 | $116+5.4% | $10,330-98.8% | $133-8.0% |