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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $192,416 |
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 | $126,198 | $82,546+52.9% | $140,019-9.9% | $75,289+67.6% |
| Participation rate | 99.3% | 88.4%+11.0pp | 87.5%+11.8pp | 72.4%+26.9pp |
| Annual return | -3.41% | -0.36%-3.0pp | 651.19%-654.6pp | -0.04%-3.4pp |
| Employer contribution / active EE | $3,858 | $3,856+0.1% | $5,605-31.2% | $2,405+60.4% |
| Participant deferral / active EE | $6,310 | $5,731+10.1% | $6,927-8.9% | $3,739+68.8% |
| Admin fee / account holder | $78 | $86-9.3% | $10,705-99.3% | $102-23.9% |