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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,356,527 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,285,134 |
FUND DIRECT ADVISORS5 years Filed as: FUND EVALUATION GROUP, LLC Service code 17 · EIN 01-0694771 | Pension Consulting | $85,000 |
ERNST & YOUNG LLP5 years Service code 72 · EIN 34-6565596 | Other investment fees and expenses | $37,080 |
Service code 17 · EIN 53-0181291 | Pension Consulting | $30,000 |
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 | $204,123 | $171,796+18.8% | $111,319+83.4% | $106,520+91.6% |
| Participation rate | 98.3% | 88.6%+9.8pp | 77.3%+21.0pp | 71.3%+27.0pp |
| Annual return | 19.41% | 18.62%+0.8pp | 54.68%-35.3pp | 19.28%+0.1pp |
| Employer contribution / active EE | $8,509 | $4,687+81.5% | $2,732+211.5% | $2,840+199.6% |
| Participant deferral / active EE | $9,914 | $7,845+26.4% | $4,488+120.9% | $4,948+100.4% |
| Admin fee / account holder | $93 | $69+34.1% | $7,966-98.8% | $75+24.8% |