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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $256,064 |
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 | $148,720 | $95,776+55.3% | $162,185-8.3% | $77,775+91.2% |
| Participation rate | 99.2% | 88.6%+10.6pp | 87.6%+11.7pp | 73.2%+26.0pp |
| Annual return | 22.05% | 37.03%-15.0pp | 115.61%-93.6pp | 32.58%-10.5pp |
| Employer contribution / active EE | $3,928 | $3,874+1.4% | $5,613-30.0% | $2,504+56.9% |
| Participant deferral / active EE | $6,571 | $6,125+7.3% | $7,297-10.0% | $3,966+65.7% |
| Admin fee / account holder | $103 | $88+17.1% | $10,844-99.1% | $100+2.6% |