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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $463,001 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $202,293 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,623 | $120,450+149.6% | $159,495+88.5% | $93,010+223.2% |
| Participation rate | 97.5% | 78.0%+19.5pp | 82.8%+14.6pp | 73.9%+23.6pp |
| Annual return | 16.65% | 27.11%-10.5pp | 263.72%-247.1pp | 158.70%-142.1pp |
| Employer contribution / active EE | $11,359 | $3,526+222.2% | $4,831+135.1% | $2,705+319.9% |
| Participant deferral / active EE | $13,950 | $7,283+91.5% | $7,354+89.7% | $4,561+205.9% |
| Admin fee / account holder | $90 | $137-34.2% | $10,804-99.2% | $152-40.7% |