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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,932,060 |
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 | $267,323 | $49,890+435.8% | $104,656+155.4% | $106,273+151.5% |
| Participation rate | 96.3% | 45.0%+51.3pp | 74.1%+22.2pp | 70.8%+25.5pp |
| Annual return | 25.18% | 18.07%+7.1pp | 340.70%-315.5pp | 21.70%+3.5pp |
| Employer contribution / active EE | $5,591 | $809+590.9% | $2,682+108.4% | $2,722+105.4% |
| Participant deferral / active EE | $13,339 | $1,699+685.3% | $3,738+256.9% | $4,601+189.9% |
| Admin fee / account holder | $119 | $56+112.1% | $6,466-98.2% | $78+52.3% |