Filed October 2, 2009 (most recent of 3 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.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $135,061 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,031 | $85,635+8.6% | $123,894-24.9% | $63,975+45.4% |
| Participation rate | 99.4% | 74.9%+24.5pp | 81.4%+18.0pp | 71.1%+28.3pp |
| Annual return | -0.58% | 15.74%-16.3pp | 47.52%-48.1pp | 48.65%-49.2pp |
| Employer contribution / active EE | $4,950 | $3,076+60.9% | $4,617+7.2% | $2,182+126.9% |
| Participant deferral / active EE | $8,139 | $5,667+43.6% | $5,984+36.0% | $3,356+142.5% |
| Admin fee / account holder | $29 | $75-61.8% | $8,357-99.7% | $70-59.4% |