Filed August 19, 1992
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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $181,067 |
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 | $223,170 | $85,635+160.6% | $123,894+80.1% | $63,975+248.8% |
| Participation rate | 97.7% | 74.9%+22.8pp | 81.4%+16.3pp | 71.1%+26.6pp |
| Annual return | 8.84% | 15.74%-6.9pp | 47.52%-38.7pp | 48.65%-39.8pp |
| Employer contribution / active EE | $10,541 | $3,076+242.6% | $4,617+128.3% | $2,182+383.1% |
| Participant deferral / active EE | $10,843 | $5,667+91.3% | $5,984+81.2% | $3,356+223.0% |
| Admin fee / account holder | $34 | $75-54.2% | $8,357-99.6% | $70-51.3% |