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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $194,178 |
ELLIOTT DAVIS, LLC2 years Filed as: ELLIOT DAVIS, LLC Service code 10 · EIN 57-0381582 | Accounting | $10,000 |
Filed as: LOCKTON INV. ADVISORS LLC Service code 27 · EIN 20-5846369 | Advisory (Plan) | $7,500 |
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 | $37,175 | $78,852-52.9% | $76,767-51.6% | $75,289-50.6% |
| Participation rate | 86.6% | 85.0%+1.6pp | 77.0%+9.6pp | 72.4%+14.2pp |
| Annual return | -3.49% | -1.29%-2.2pp | 2.43%-5.9pp | -0.04%-3.5pp |
| Employer contribution / active EE | $1,654 | $2,794-40.8% | $2,485-33.4% | $2,405-31.2% |
| Participant deferral / active EE | $2,722 | $4,800-43.3% | $3,852-29.3% | $3,739-27.2% |
| Admin fee / account holder | $79 | $790% | $6,675-98.8% | $102-22.8% |