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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $868,822 |
REGIONS BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $62,838 |
ARMSTRONG TEASDALE2 years Service code 29 · EIN 43-1274026 | Legal | $38,532 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN SMITH WALLACE Service code 10 · EIN 43-1001367 | Accounting | $12,500 |
ADVERTISERS PRINTING1 year Filed as: ADVERTISERS PRINTING CO Service code 38 · EIN 43-0153380 | Participant Communication | $6,320 |
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 | $155,460 | $84,517+83.9% | $133,982+16.0% | $93,223+66.8% |
| Participation rate | 97.8% | 81.9%+15.9pp | 79.8%+18.0pp | 74.9%+22.9pp |
| Annual return | 15.72% | 16.66%-0.9pp | 45.10%-29.4pp | 19.29%-3.6pp |
| Employer contribution / active EE | $6,742 | $2,296+193.7% | $3,919+72.0% | $2,680+151.6% |
| Participant deferral / active EE | $3,518 | $4,286-17.9% | $5,047-30.3% | $4,563-22.9% |
| Admin fee / account holder | $100 | $66+51.6% | $8,930-98.9% | $79+26.6% |