Filed January 17, 1997 (most recent of 2 filings on file)
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 |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $3,812,072 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $465,255 |
MORRIS DAVIS CHAN & TAN LLP1+ years Service code 10 · EIN 94-2214860 | Accounting | $111,534 |
CHEVRON CORPORATION1+ years Service code 14 · EIN 94-0890210 | Plan Administrator | $103,724 |
THE VANGUARD GROUP, INC.1+ years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $427,127 | $158,120+170.1% | $68,509+523.5% | $69,651+513.2% |
| Participation rate | 97.7% | 88.0%+9.7pp | 74.7%+22.9pp | 66.6%+31.1pp |
| Annual return | -6.71% | 3.41%-10.1pp | 8.27%-15.0pp | 53.77%-60.5pp |
| Employer contribution / active EE | $12,084 | $5,427+122.7% | $2,278+430.5% | $2,241+439.3% |
| Participant deferral / active EE | $15,058 | $7,897+90.7% | $3,382+345.2% | $3,635+314.2% |
| Admin fee / account holder | $107 | $74+45.7% | $5,275-98.0% | $63+69.7% |