Filed January 2, 2003 (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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,396,899 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,804 | $38,315+345.8% | $80,004+113.5% | $69,651+145.2% |
| Participation rate | 92.7% | 43.0%+49.7pp | 73.0%+19.7pp | 66.6%+26.1pp |
| Annual return | 4.22% | -2.06%+6.3pp | 7.63%-3.4pp | 53.77%-49.5pp |
| Employer contribution / active EE | $5,511 | $783+604.1% | $2,473+122.9% | $2,241+146.0% |
| Participant deferral / active EE | $11,579 | $1,495+674.4% | $3,204+261.4% | $3,635+218.5% |
| Admin fee / account holder | $74 | $48+53.2% | $5,033-98.5% | $63+17.4% |