Filed April 22, 1994
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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $138,421 |
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 | Consulting | $21,037 |
Filed as: FIDUCIARY INVESTMENT ADVISORS,LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $20,742 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES,LLP Service code 99 · EIN 27-1728945 | Other Fees | $20,542 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,142 | $81,948-9.5% | $90,766-18.3% | $64,824+14.4% |
| Participation rate | 95.8% | 80.5%+15.4pp | 75.7%+20.2pp | 71.5%+24.4pp |
| Annual return | -17.04% | -12.53%-4.5pp | -12.16%-4.9pp | 32.84%-49.9pp |
| Employer contribution / active EE | $2,924 | $3,067-4.7% | $2,922+0.1% | $2,507+16.6% |
| Participant deferral / active EE | $4,171 | $4,844-13.9% | $4,565-8.6% | $4,311-3.3% |
| Admin fee / account holder | $158 | $157+0.4% | $8,446-98.1% | $188-16.0% |