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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $445,388 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $379,900 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 99 · EIN 27-1180831 | Other Fees | $7,841 |
Service code 99 | Other Fees | $0 |
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 | $291,071 | $120,321+141.9% | $147,117+97.9% | $99,313+193.1% |
| Participation rate | 98.5% | 73.4%+25.1pp | 82.2%+16.3pp | 71.7%+26.8pp |
| Annual return | 14.73% | 28.95%-14.2pp | 420.54%-405.8pp | 17.67%-2.9pp |
| Employer contribution / active EE | $12,707 | $4,158+205.6% | $4,932+157.6% | $3,264+289.3% |
| Participant deferral / active EE | $16,455 | $8,044+104.6% | $8,065+104.0% | $5,346+207.8% |
| Admin fee / account holder | $88 | $150-41.7% | $12,993-99.3% | $109-19.7% |