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.5+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $998,365 |
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 | $232,542 | $71,757+224.1% | $75,906+206.4% | $82,204+182.9% |
| Participation rate | 98.9% | 69.0%+30.0pp | 69.3%+29.7pp | 73.4%+25.5pp |
| Annual return | 23.35% | 22.77%+0.6pp | 30.73%-7.4pp | 26.31%-3.0pp |
| Employer contribution / active EE | $2,892 | $2,325+24.4% | $2,501+15.6% | $2,707+6.8% |
| Participant deferral / active EE | $7,858 | $3,327+136.2% | $3,604+118.0% | $4,246+85.1% |
| Admin fee / account holder | $111 | $87+27.7% | $5,421-98.0% | $76+46.6% |