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.3+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $929,988 |
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 | $209,966 | $62,111+238.1% | $71,671+193.0% | $177,276+18.4% |
| Participation rate | 98.6% | 69.4%+29.2pp | 68.7%+29.9pp | 74.8%+23.8pp |
| Annual return | 18.94% | 17.83%+1.1pp | 20.65%-1.7pp | 21.25%-2.3pp |
| Employer contribution / active EE | $2,610 | $2,059+26.8% | $2,460+6.1% | $2,479+5.3% |
| Participant deferral / active EE | $8,397 | $2,943+185.3% | $3,438+144.2% | $3,881+116.4% |
| Admin fee / account holder | $99 | $66+48.3% | $5,558-98.2% | $154-36.0% |