Filed April 23, 1991
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $667,234 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $229,671 | $145,513+57.8% | $184,256+24.6% | $99,313+131.3% |
| Participation rate | 97.9% | 90.3%+7.6pp | 86.8%+11.1pp | 71.7%+26.2pp |
| Annual return | 10.10% | 21.25%-11.2pp | 28.85%-18.7pp | 17.67%-7.6pp |
| Employer contribution / active EE | $0 | $5,354-100.0% | $6,427-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $11,527 | $8,423+36.9% | $9,133+26.2% | $5,346+115.6% |
| Admin fee / account holder | $48 | $78-38.2% | $13,899-99.7% | $109-56.0% |