Filed April 5, 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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,565 |
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 | $121,400 | $80,354+51.1% | $133,975-9.4% | $63,975+89.8% |
| Participation rate | 93.5% | 87.5%+6.0pp | 87.1%+6.5pp | 71.1%+22.4pp |
| Annual return | 9.70% | 13.11%-3.4pp | 29.29%-19.6pp | 48.65%-38.9pp |
| Employer contribution / active EE | $3,386 | $3,503-3.4% | $5,211-35.0% | $2,182+55.2% |
| Participant deferral / active EE | $5,113 | $5,239-2.4% | $6,282-18.6% | $3,356+52.3% |
| Admin fee / account holder | $4 | $69-94.0% | $9,324-100.0% | $70-94.1% |