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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $658,138 |
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 | $209,766 | $129,756+61.7% | $170,055+23.4% | $103,657+102.4% |
| Participation rate | 98.2% | 91.3%+6.9pp | 87.0%+11.2pp | 73.4%+24.8pp |
| Annual return | 11.04% | 20.17%-9.1pp | 53.43%-42.4pp | 33.13%-22.1pp |
| Employer contribution / active EE | $0 | $5,236-100.0% | $6,790-100.0% | $3,216-100.0% |
| Participant deferral / active EE | $11,189 | $8,283+35.1% | $10,410+7.5% | $5,218+114.4% |
| Admin fee / account holder | $47 | $73-35.3% | $12,828-99.6% | $114-58.7% |