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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $599,870 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $397,348 |
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $89,000 |
ARMSTRONG TEASDALE3 years Service code 29 · EIN 43-1274026 | Legal | $16,298 |
ADVERTISERS PRINTING2 years Filed as: ADVERTISERS PRINTING CO Service code 38 · EIN 43-0153380 | Participant Communication | $7,308 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN SMITH WALLACE Service code 10 · EIN 43-1001367 | Accounting | $7,000 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $6,100 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,294 | $86,580+89.8% | $146,649+12.0% | $101,555+61.8% |
| Participation rate | 98.5% | 80.7%+17.7pp | 80.1%+18.4pp | 74.5%+23.9pp |
| Annual return | 13.61% | 30.94%-17.3pp | 22.75%-9.1pp | 21.00%-7.4pp |
| Employer contribution / active EE | $9,490 | $2,512+277.8% | $4,137+129.4% | $2,972+219.3% |
| Participant deferral / active EE | $3,567 | $4,413-19.2% | $5,506-35.2% | $4,874-26.8% |
| Admin fee / account holder | $105 | $71+46.4% | $10,281-99.0% | $139-25.0% |