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.
| 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% |