Filed December 5, 2000 (most recent of 8 filings on file)
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.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $781,429 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $164,118 | $56,882+188.5% | $60,547+171.1% | $67,505+143.1% |
| Participation rate | 98.2% | 66.9%+31.3pp | 68.0%+30.2pp | 71.2%+27.0pp |
| Annual return | -8.01% | -0.06%-8.0pp | 335.64%-343.7pp | 6.52%-14.5pp |
| Employer contribution / active EE | $2,374 | $2,085+13.9% | $2,419-1.9% | $2,173+9.3% |
| Participant deferral / active EE | $7,581 | $3,091+145.2% | $3,328+127.8% | $3,597+110.8% |
| Admin fee / account holder | $78 | $65+20.6% | $4,536-98.3% | $56+39.3% |