Filed October 18, 2004
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 | $423,807 |
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 | $83,649 | $77,559+7.9% | $68,612+21.9% | $75,289+11.1% |
| Participation rate | 97.3% | 78.3%+19.0pp | 72.2%+25.1pp | 72.4%+24.9pp |
| Annual return | -2.16% | -1.01%-1.1pp | -4.63%+2.5pp | -0.04%-2.1pp |
| Employer contribution / active EE | $2,809 | $1,993+41.0% | $2,625+7.0% | $2,405+16.8% |
| Participant deferral / active EE | $5,280 | $3,128+68.8% | $3,311+59.5% | $3,739+41.2% |
| Admin fee / account holder | $138 | $90+53.1% | $5,131-97.3% | $102+35.3% |