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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $442,377 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $207,296 | $96,400+115.0% | $149,721+38.5% | $177,276+16.9% |
| Participation rate | 98.2% | 88.9%+9.3pp | 87.1%+11.1pp | 74.8%+23.4pp |
| Annual return | 10.06% | 19.02%-9.0pp | 1501.67%-1491.6pp | 21.25%-11.2pp |
| Employer contribution / active EE | $4,151 | $3,680+12.8% | $5,444-23.8% | $2,479+67.4% |
| Participant deferral / active EE | $10,418 | $5,510+89.1% | $6,568+58.6% | $3,881+168.5% |
| Admin fee / account holder | $50 | $69-27.4% | $11,282-99.6% | $154-67.3% |