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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $587,486 |
ARMSTRONG TEASDALE2 years Filed as: ARMSTRONG TEASDALE, LLP Service code 29 · EIN 43-1274026 | Legal | $20,216 |
WITHUMSMITH+BROWN, PC2 years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $16,275 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $125,560 | $69,744+80.0% | $110,243+13.9% | $68,904+82.2% |
| Participation rate | 97.3% | 83.4%+13.9pp | 79.8%+17.5pp | 74.1%+23.2pp |
| Annual return | -1.08% | -2.58%+1.5pp | 314.76%-315.8pp | 1.07%-2.2pp |
| Employer contribution / active EE | $9,263 | $2,204+320.3% | $3,827+142.1% | $2,540+264.6% |
| Participant deferral / active EE | $2,787 | $4,131-32.5% | $4,672-40.3% | $4,015-30.6% |
| Admin fee / account holder | $64 | $67-5.1% | $8,548-99.3% | $71-10.8% |