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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $88,175 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 16 · EIN 53-0181291 | Consulting | $66,932 |
ARMSTRONG TEASDALE2+ years Filed as: ARMSTRONG TEASDALE LLP Service code 29 · EIN 43-1274026 | Legal | $14,019 |
RUBINBROWN LLP2+ years Service code 10 · EIN 43-0765316 | Accounting | $9,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,508 | $70,961+76.9% | $108,582+15.6% | $65,292+92.2% |
| Participation rate | 97.4% | 80.9%+16.5pp | 79.6%+17.8pp | 72.4%+25.0pp |
| Annual return | 7.88% | 10.24%-2.4pp | -51.70%+59.6pp | 11.84%-4.0pp |
| Employer contribution / active EE | $6,067 | $1,833+231.0% | $3,758+61.4% | $2,302+163.6% |
| Participant deferral / active EE | $2,206 | $3,662-39.8% | $4,311-48.8% | $3,579-38.4% |
| Admin fee / account holder | $21 | $43-50.1% | $7,645-99.7% | $57-62.9% |