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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $524,970 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $501,133 |
COOK STREET CONSULTING4 years Service code 16 · EIN 84-0854432 | Consulting | $92,179 |
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 | $158,596 | $85,144+86.3% | $130,070+21.9% | $80,187+97.8% |
| Participation rate | 97.4% | 79.5%+17.9pp | 78.5%+18.9pp | 72.9%+24.4pp |
| Annual return | 20.99% | 23.78%-2.8pp | -137.40%+158.4pp | 40.40%-19.4pp |
| Employer contribution / active EE | $4,207 | $3,059+37.5% | $4,322-2.7% | $2,980+41.2% |
| Participant deferral / active EE | $11,075 | $4,992+121.8% | $5,821+90.3% | $5,016+120.8% |
| Admin fee / account holder | $128 | $392-67.2% | $10,600-98.8% | $145-11.5% |