Filed April 27, 2001 (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 year Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $494,360 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $443,695 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $274,155 | $134,619+103.7% | $111,319+146.3% | $101,555+170.0% |
| Participation rate | 96.4% | 89.0%+7.4pp | 77.3%+19.0pp | 74.5%+21.8pp |
| Annual return | 8.58% | 17.96%-9.4pp | 54.68%-46.1pp | 21.00%-12.4pp |
| Employer contribution / active EE | $6,915 | $3,829+80.6% | $2,732+153.1% | $2,972+132.7% |
| Participant deferral / active EE | $7,439 | $6,572+13.2% | $4,488+65.8% | $4,874+52.6% |
| Admin fee / account holder | $132 | $86+52.4% | $7,966-98.3% | $139-5.7% |