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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $640,381 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $218,747 |
REGIONS BANK4 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $134,750 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $60,000 |
ARMSTRONG TEASDALE5 years Service code 29 · EIN 43-1274026 | Legal | $47,316 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $19,785 |
ADVERTISERS PRINTING1 year Filed as: ADVERTISERS PRINTING COMPANY Service code 38 · EIN 43-0153380 | Participant Communication | $6,688 |
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 | $153,781 | $84,149+82.7% | $130,070+18.2% | $103,657+48.4% |
| Participation rate | 96.9% | 81.0%+15.9pp | 78.5%+18.4pp | 73.4%+23.5pp |
| Annual return | 18.46% | 25.45%-7.0pp | -137.40%+155.9pp | 33.13%-14.7pp |
| Employer contribution / active EE | $7,490 | $2,687+178.8% | $4,322+73.3% | $3,216+132.9% |
| Participant deferral / active EE | $4,623 | $5,201-11.1% | $5,821-20.6% | $5,218-11.4% |
| Admin fee / account holder | $96 | $75+27.3% | $10,600-99.1% | $114-16.2% |