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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $173,389 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $83,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,232 | $95,918+88.9% | $151,634+19.5% | $77,906+132.6% |
| Participation rate | 98.3% | 88.7%+9.6pp | 87.5%+10.8pp | 73.7%+24.6pp |
| Annual return | -14.37% | -5.50%-8.9pp | 3.32%-17.7pp | 12.16%-26.5pp |
| Employer contribution / active EE | $4,544 | $4,330+4.9% | $6,165-26.3% | $2,846+59.7% |
| Participant deferral / active EE | $8,695 | $7,508+15.8% | $8,363+4.0% | $4,805+81.0% |
| Admin fee / account holder | $119 | $93+27.6% | $11,614-99.0% | $133-10.3% |