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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $550,811 |
ARMSTRONG TEASDALE1 year Filed as: ARMSTRONG TEASDALE, LLP Service code 29 · EIN 43-1274026 | Legal | $28,287 |
WITHUMSMITH+BROWN, PC1 year Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $26,100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,603 | $77,180+69.2% | $117,861+10.8% | $177,276-26.3% |
| Participation rate | 97.6% | 85.8%+11.9pp | 79.7%+18.0pp | 74.8%+22.8pp |
| Annual return | 15.02% | 20.91%-5.9pp | 335.11%-320.1pp | 21.25%-6.2pp |
| Employer contribution / active EE | $6,050 | $1,992+203.7% | $3,786+59.8% | $2,479+144.1% |
| Participant deferral / active EE | $2,450 | $3,956-38.1% | $4,482-45.3% | $3,881-36.9% |
| Admin fee / account holder | $66 | $54+20.4% | $8,021-99.2% | $154-57.5% |