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.6+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $1,027,212 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,231 | $81,725+214.8% | $81,988+213.7% | $93,223+175.9% |
| Participation rate | 98.1% | 71.9%+26.2pp | 69.3%+28.8pp | 74.9%+23.2pp |
| Annual return | 15.64% | 20.25%-4.6pp | 41.32%-25.7pp | 19.29%-3.6pp |
| Employer contribution / active EE | $3,501 | $2,446+43.1% | $2,499+40.1% | $2,680+30.7% |
| Participant deferral / active EE | $9,165 | $3,747+144.6% | $3,723+146.2% | $4,563+100.8% |
| Admin fee / account holder | $117 | $92+26.8% | $5,666-97.9% | $79+47.5% |