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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,715,710 |
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 | $212,100 | $41,409+412.2% | $94,993+123.3% | $80,976+161.9% |
| Participation rate | 94.1% | 46.1%+48.0pp | 73.9%+20.2pp | 68.3%+25.8pp |
| Annual return | 18.91% | 18.00%+0.9pp | 27.14%-8.2pp | 22.91%-4.0pp |
| Employer contribution / active EE | $5,646 | $698+709.0% | $2,603+116.9% | $2,402+135.0% |
| Participant deferral / active EE | $11,929 | $1,441+727.9% | $3,317+259.6% | $3,848+210.0% |
| Admin fee / account holder | $83 | $48+72.0% | $4,960-98.3% | $67+22.8% |