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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $639,206 |
WITHUMSMITH+BROWN, PC3 years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $16,800 |
ARMSTRONG TEASDALE1 year Service code 29 · EIN 43-1274026 | Legal | $10,664 |
Annual investment return 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 | $132,357 | $83,826+57.9% | $125,195+5.7% | $82,204+61.0% |
| Participation rate | 96.2% | 83.1%+13.1pp | 79.8%+16.4pp | 73.4%+22.8pp |
| Annual return | 19.43% | 22.78%-3.4pp | 43.79%-24.4pp | 26.31%-6.9pp |
| Employer contribution / active EE | $6,896 | $2,267+204.2% | $3,866+78.4% | $2,707+154.7% |
| Participant deferral / active EE | $2,802 | $4,293-34.7% | $4,937-43.3% | $4,246-34.0% |
| Admin fee / account holder | $63 | $74-15.7% | $9,704-99.4% | $76-17.1% |