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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $165,233 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $94,749 |
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 | $205,064 | $112,711+81.9% | $170,055+20.6% | $80,187+155.7% |
| Participation rate | 98.9% | 87.4%+11.5pp | 87.0%+11.9pp | 72.9%+26.0pp |
| Annual return | 17.83% | 67.06%-49.2pp | 53.43%-35.6pp | 40.40%-22.6pp |
| Employer contribution / active EE | $4,571 | $4,488+1.9% | $6,790-32.7% | $2,980+53.4% |
| Participant deferral / active EE | $8,358 | $7,861+6.3% | $10,410-19.7% | $5,016+66.6% |
| Admin fee / account holder | $120 | $99+20.5% | $12,828-99.1% | $145-17.4% |