Filed May 1, 1998
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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $167,259 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOT DAVIS, LLC Service code 10 · EIN 57-0381582 | Accounting | $10,250 |
LOUIS PLUNG & COMPANY1 year Filed as: ST. LOUIS SERIES OF LOCTON CO. LLC Service code 27 · EIN 20-5846369 | Advisory (Plan) | $7,500 |
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 | $45,397 | $88,730-48.8% | $82,312-44.8% | $77,958-41.8% |
| Participation rate | 84.9% | 84.5%+0.4pp | 76.9%+8.0pp | 71.6%+13.3pp |
| Annual return | 16.23% | 20.88%-4.7pp | 25.88%-9.7pp | 20.87%-4.6pp |
| Employer contribution / active EE | $1,808 | $2,758-34.4% | $2,428-25.5% | $2,310-21.7% |
| Participant deferral / active EE | $2,999 | $4,634-35.3% | $3,706-19.1% | $3,537-15.2% |
| Admin fee / account holder | $81 | $74+9.0% | $5,608-98.6% | $97-17.2% |