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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,735,408 |
FUND DIRECT ADVISORS3 years Filed as: FUND EVALUATION GROUP, LLC Service code 17 · EIN 01-0694771 | Pension Consulting | $100,000 |
ERNST & YOUNG LLP3 years Service code 10 · EIN 34-6565596 | Accounting | $52,080 |
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 | $169,581 | $143,368+18.3% | $87,102+94.7% | $89,609+89.2% |
| Participation rate | 98.7% | 88.2%+10.5pp | 76.9%+21.8pp | 69.6%+29.1pp |
| Annual return | 26.66% | 28.55%-1.9pp | 28.19%-1.5pp | 33.65%-7.0pp |
| Employer contribution / active EE | $8,464 | $4,012+110.9% | $2,521+235.7% | $2,584+227.5% |
| Participant deferral / active EE | $9,367 | $7,129+31.4% | $4,048+131.4% | $4,222+121.9% |
| Admin fee / account holder | $75 | $61+24.0% | $7,493-99.0% | $72+5.3% |