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.4 years Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $775,348 |
THE VANGUARD GROUP, INC.10+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $234,140 |
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).
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 | $275,222 | $96,188+186.1% | $76,030+262.0% | $99,313+177.1% |
| Participation rate | 98.3% | 72.7%+25.6pp | 69.1%+29.3pp | 71.7%+26.6pp |
| Annual return | 9.74% | 16.48%-6.7pp | 361.54%-351.8pp | 17.67%-7.9pp |
| Employer contribution / active EE | $5,239 | $3,167+65.4% | $2,688+94.9% | $3,264+60.5% |
| Participant deferral / active EE | $9,900 | $4,842+104.5% | $4,257+132.5% | $5,346+85.2% |
| Admin fee / account holder | $119 | $87+36.0% | $6,421-98.2% | $109+8.8% |