Filed December 29, 1993 (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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $456,502 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL- RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $90,000 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 99 · EIN 52-1396995 | Other Fees | $8,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,624 | $80,360+92.4% | $90,161+71.5% | $77,958+98.3% |
| Participation rate | 96.0% | 81.9%+14.1pp | 76.9%+19.1pp | 71.6%+24.3pp |
| Annual return | 18.14% | 24.56%-6.4pp | 34.89%-16.7pp | 20.87%-2.7pp |
| Employer contribution / active EE | $3,281 | $2,326+41.1% | $3,318-1.1% | $2,310+42.0% |
| Participant deferral / active EE | $4,797 | $5,829-17.7% | $5,287-9.3% | $3,537+35.7% |
| Admin fee / account holder | $75 | $64+17.1% | $5,943-98.7% | $97-23.3% |