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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $443,157 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $275,780 |
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 | $271,256 | $121,599+123.1% | $135,998+99.5% | $103,657+161.7% |
| Participation rate | 98.4% | 76.2%+22.2pp | 81.9%+16.5pp | 73.4%+25.0pp |
| Annual return | 18.37% | 26.09%-7.7pp | 68.37%-50.0pp | 33.13%-14.8pp |
| Employer contribution / active EE | $12,009 | $4,627+159.5% | $4,860+147.1% | $3,216+273.5% |
| Participant deferral / active EE | $15,779 | $7,782+102.8% | $7,761+103.3% | $5,218+202.4% |
| Admin fee / account holder | $82 | $76+8.8% | $10,769-99.2% | $114-27.8% |