Filed February 14, 1994
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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,402,261 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,291,120 |
FUND DIRECT ADVISORS3 years Filed as: FUND EVALUATION GROUP Service code 17 · EIN 01-0694771 | Pension Consulting | $127,500 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG US LLP Service code 99 · EIN 34-6565596 | Other Fees | $41,400 |
WINSTON & STRAWN LLP1 year Service code 29 · EIN 36-1975990 | Legal | $20,112 |
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 | $220,853 | $178,759+23.5% | $102,434+115.6% | $106,553+107.3% |
| Participation rate | 98.9% | 91.3%+7.6pp | 76.5%+22.4pp | 69.8%+29.1pp |
| Annual return | 16.55% | 17.23%-0.7pp | 29.46%-12.9pp | 17.37%-0.8pp |
| Employer contribution / active EE | $11,050 | $5,750+92.2% | $3,023+265.5% | $3,359+229.0% |
| Participant deferral / active EE | $11,884 | $9,466+25.5% | $5,055+135.1% | $5,562+113.6% |
| Admin fee / account holder | $109 | $62+75.0% | $9,462-98.9% | $80+36.5% |