Filed September 8, 1995
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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $229,603 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $23,733 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,974 | $101,523+61.5% | $141,200+16.1% | $77,775+110.8% |
| Participation rate | 97.0% | 77.4%+19.6pp | 82.5%+14.5pp | 73.2%+23.8pp |
| Annual return | 13.56% | 56.22%-42.7pp | 71.41%-57.8pp | 32.58%-19.0pp |
| Employer contribution / active EE | $5,161 | $3,341+54.5% | $4,736+9.0% | $2,504+106.1% |
| Participant deferral / active EE | $8,581 | $6,434+33.4% | $6,710+27.9% | $3,966+116.4% |
| Admin fee / account holder | $131 | $92+43.4% | $10,265-98.7% | $100+31.2% |