Filed December 29, 1992
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TULL FINANCIAL GROUP, INC10+ years Service code 15 640 INDEPENDENCE PARKWAY, SUITE 300 · CHESAPEAKE, VA 233205177 | Recordkeeping | $126,988 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,561 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISORS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $15,537 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $185,671 | $106,264+74.7% | $147,117+26.2% | $77,762+138.8% |
| Participation rate | 97.9% | 78.4%+19.5pp | 82.2%+15.7pp | 70.6%+27.3pp |
| Annual return | 14.31% | 56.94%-42.6pp | 420.54%-406.2pp | 31.27%-17.0pp |
| Employer contribution / active EE | $3,587 | $4,074-12.0% | $4,932-27.3% | $2,728+31.5% |
| Participant deferral / active EE | $10,313 | $8,003+28.9% | $8,065+27.9% | $4,651+121.8% |
| Admin fee / account holder | $408 | $334+22.0% | $12,993-96.9% | $433-5.8% |