Filed December 18, 1992 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $640,621 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $234,873 |
REGIONS BANK5 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $150,000 |
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-0181291 | Consulting | $63,000 |
ARMANINO LLP4 years Service code 10 · EIN 33-2514127 | Accounting | $14,070 |
ADVERTISERS PRINTING2 years Filed as: ADVERTISERS PRINTING COMPANY Service code 38 · EIN 43-0153380 | Participant Communication | $6,955 |
ARMSTRONG TEASDALE6 years Service code 29 · EIN 43-1274026 | Legal | $5,605 |
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 | $167,701 | $93,462+79.4% | $165,071+1.6% | $99,314+68.9% |
| Participation rate | 96.3% | 79.9%+16.4pp | 78.6%+17.6pp | 71.7%+24.6pp |
| Annual return | 14.51% | 15.71%-1.2pp | 70.17%-55.7pp | 17.67%-3.2pp |
| Employer contribution / active EE | $8,433 | $3,099+172.1% | $4,347+94.0% | $3,264+158.3% |
| Participant deferral / active EE | $4,591 | $5,366-14.4% | $6,035-23.9% | $5,346-14.1% |
| Admin fee / account holder | $94 | $81+15.4% | $12,695-99.3% | $109-14.0% |