Filed November 9, 2005
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.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $793,749 |
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 | $178,949 | $69,651+156.9% | $81,367+119.9% | $69,651+156.9% |
| Participation rate | 95.5% | 66.6%+28.9pp | 82.3%+13.2pp | 66.6%+28.9pp |
| Annual return | 0.72% | 53.77%-53.0pp | -0.92%+1.6pp | 53.77%-53.0pp |
| Employer contribution / active EE | $2,490 | $2,241+11.1% | $3,930-36.6% | $2,241+11.1% |
| Participant deferral / active EE | $7,977 | $3,635+119.4% | $5,383+48.2% | $3,635+119.4% |
| Admin fee / account holder | $47 | $63-25.7% | $8,926-99.5% | $63-25.7% |