Filed July 9, 1997
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.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $85,912 |
THE VANGUARD GROUP, INC.2+ years Service code 99 | Other Fees | $0 |
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 | $111,271 | $88,581+25.6% | $74,184+50.0% | $65,292+70.4% |
| Participation rate | 96.4% | 86.2%+10.2pp | 76.6%+19.8pp | 72.4%+23.9pp |
| Annual return | 8.29% | 11.72%-3.4pp | 17.74%-9.5pp | 11.84%-3.6pp |
| Employer contribution / active EE | $3,208 | $3,021+6.2% | $2,370+35.4% | $2,302+39.4% |
| Participant deferral / active EE | $5,702 | $4,898+16.4% | $3,550+60.6% | $3,579+59.3% |
| Admin fee / account holder | $19 | $60-68.3% | $5,586-99.7% | $57-67.0% |