Filed November 1, 1993
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,215 |
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 | $109,920 | $79,184+38.8% | $102,438+7.3% | $74,546+47.5% |
| Participation rate | 81.7% | 74.8%+6.9pp | 76.5%+5.2pp | 67.2%+14.5pp |
| Annual return | 12.92% | 54.95%-42.0pp | 29.37%-16.4pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $3,309 | $2,362+40.1% | $3,024+9.4% | $2,624+26.1% |
| Participant deferral / active EE | $5,842 | $4,414+32.3% | $5,054+15.6% | $4,347+34.4% |
| Admin fee / account holder | $38 | $2,001-98.1% | $9,448-99.6% | $1,944-98.1% |