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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,278,687 |
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 | $198,530 | $38,509+415.5% | $90,657+119.0% | $73,367+170.6% |
| Participation rate | 95.1% | 45.9%+49.2pp | 74.0%+21.1pp | 69.5%+25.6pp |
| Annual return | -4.65% | 2.07%-6.7pp | 1.89%-6.5pp | 173.45%-178.1pp |
| Employer contribution / active EE | $5,893 | $754+682.0% | $2,532+132.8% | $2,499+135.8% |
| Participant deferral / active EE | $12,662 | $1,495+746.7% | $3,424+269.8% | $4,033+214.0% |
| Admin fee / account holder | $107 | $48+121.6% | $4,994-97.9% | $68+56.4% |