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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $258,746 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $29,299 |
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 | $173,705 | $127,481+36.3% | $149,751+16.0% | $90,274+92.4% |
| Participation rate | 97.5% | 78.2%+19.3pp | 82.5%+15.0pp | 73.4%+24.2pp |
| Annual return | 13.38% | 57.78%-44.4pp | 276.71%-263.3pp | 53.97%-40.6pp |
| Employer contribution / active EE | $5,459 | $3,448+58.3% | $4,646+17.5% | $2,523+116.3% |
| Participant deferral / active EE | $9,050 | $6,975+29.7% | $6,843+32.3% | $4,231+113.9% |
| Admin fee / account holder | $141 | $152-7.1% | $9,312-98.5% | $114+23.5% |