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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,533,492 |
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 | $183,461 | $38,032+382.4% | $87,502+109.7% | $329,111-44.3% |
| Participation rate | 93.0% | 43.3%+49.7pp | 73.8%+19.2pp | 67.9%+25.2pp |
| Annual return | 9.75% | 7.09%+2.7pp | 12.21%-2.5pp | 16.35%-6.6pp |
| Employer contribution / active EE | $5,350 | $677+690.5% | $2,550+109.8% | $2,303+132.3% |
| Participant deferral / active EE | $11,375 | $1,260+802.6% | $3,149+261.3% | $3,682+208.9% |
| Admin fee / account holder | $78 | $50+57.7% | $4,221-98.1% | $754-89.6% |