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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $598,035 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $338,733 |
REGIONS BANK3 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $89,000 |
Service code 16 · EIN 53-0181291 | Consulting | $54,727 |
ARMSTRONG TEASDALE4 years Service code 29 · EIN 43-1274026 | Legal | $20,106 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $10,500 |
ADVERTISERS PRINTING3 years Filed as: ADVERTISERS PRINTING CO Service code 38 · EIN 43-0153380 | Participant Communication | $6,850 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $134,254 | $71,813+86.9% | $119,622+12.2% | $78,104+71.9% |
| Participation rate | 96.8% | 81.7%+15.1pp | 79.3%+17.5pp | 74.5%+22.3pp |
| Annual return | -13.19% | -13.80%+0.6pp | -14.98%+1.8pp | 10.90%-24.1pp |
| Employer contribution / active EE | $9,839 | $2,836+246.9% | $4,232+132.5% | $3,128+214.6% |
| Participant deferral / active EE | $3,981 | $4,953-19.6% | $5,601-28.9% | $5,089-21.8% |
| Admin fee / account holder | $98 | $81+21.7% | $10,328-99.0% | $79+24.4% |