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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,003,733 |
FUND DIRECT ADVISORS4 years Filed as: FUND EVALUATION GROUP, LLC Service code 17 · EIN 01-0694771 | Pension Consulting | $82,500 |
ERNST & YOUNG LLP4 years Service code 10 · EIN 34-6565596 | Accounting | $37,080 |
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 | $196,752 | $164,350+19.7% | $95,968+105.0% | $106,273+85.1% |
| Participation rate | 98.8% | 90.5%+8.3pp | 77.1%+21.7pp | 70.8%+28.0pp |
| Annual return | 18.37% | 14.56%+3.8pp | 91.65%-73.3pp | 21.70%-3.3pp |
| Employer contribution / active EE | $8,869 | $4,292+106.7% | $2,542+249.0% | $2,722+225.8% |
| Participant deferral / active EE | $9,809 | $7,854+24.9% | $4,167+135.4% | $4,601+113.2% |
| Admin fee / account holder | $82 | $65+25.7% | $6,798-98.8% | $78+5.0% |