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: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $702,528 |
THE VANGUARD GROUP, INC.9+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $290,964 |
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 | $259,253 | $86,649+199.2% | $70,589+267.3% | $103,657+150.1% |
| Participation rate | 98.1% | 72.0%+26.0pp | 68.4%+29.7pp | 73.4%+24.7pp |
| Annual return | 16.98% | 25.21%-8.2pp | 32.80%-15.8pp | 33.13%-16.2pp |
| Employer contribution / active EE | $4,784 | $3,068+55.9% | $2,977+60.7% | $3,216+48.8% |
| Participant deferral / active EE | $9,685 | $4,866+99.1% | $4,569+112.0% | $5,218+85.6% |
| Admin fee / account holder | $112 | $89+26.2% | $6,430-98.3% | $114-1.9% |