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.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $83,563 |
THE VANGUARD GROUP, INC.3+ 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 | $128,948 | $100,921+27.8% | $82,312+56.7% | $177,276-27.3% |
| Participation rate | 91.4% | 86.9%+4.5pp | 76.9%+14.5pp | 74.8%+16.6pp |
| Annual return | 18.97% | 20.33%-1.4pp | 25.88%-6.9pp | 21.25%-2.3pp |
| Employer contribution / active EE | $3,060 | $3,145-2.7% | $2,428+26.0% | $2,479+23.4% |
| Participant deferral / active EE | $5,649 | $5,192+8.8% | $3,706+52.4% | $3,881+45.6% |
| Admin fee / account holder | $4 | $64-93.4% | $5,608-99.9% | $154-97.2% |