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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $931,834 |
FUND DIRECT ADVISORS1 year Filed as: FUND EVALUATION GROUP, LLC Service code 17 · EIN 01-0694771 | Pension Consulting | $60,000 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $8,500 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,196 | $136,209+12.5% | $82,312+86.1% | $80,976+89.2% |
| Participation rate | 99.0% | 88.0%+10.9pp | 76.9%+22.1pp | 68.3%+30.7pp |
| Annual return | 21.27% | 21.54%-0.3pp | 25.88%-4.6pp | 22.91%-1.6pp |
| Employer contribution / active EE | $8,298 | $3,633+128.4% | $2,428+241.7% | $2,402+245.4% |
| Participant deferral / active EE | $8,656 | $6,693+29.3% | $3,706+133.6% | $3,848+124.9% |
| Admin fee / account holder | $47 | $62-24.9% | $5,608-99.2% | $67-30.7% |