Filed July 9, 1997
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.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $85,303 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS Service code 16 · EIN 31-1820650 | Consulting | $9,000 |
THE VANGUARD GROUP, INC.1+ years Service code 99 | Other Fees | $0 |
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 | $105,850 | $82,422+28.4% | $67,652+56.5% | $67,505+56.8% |
| Participation rate | 96.9% | 84.2%+12.7pp | 75.7%+21.2pp | 71.2%+25.7pp |
| Annual return | 10.83% | 12.72%-1.9pp | 6625.40%-6614.6pp | 6.52%+4.3pp |
| Employer contribution / active EE | $3,080 | $2,879+7.0% | $2,266+36.0% | $2,173+41.8% |
| Participant deferral / active EE | $5,627 | $5,020+12.1% | $3,560+58.1% | $3,597+56.5% |
| Admin fee / account holder | $5 | $53-90.7% | $4,821-99.9% | $56-91.2% |