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.3 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $496,801 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $484,453 |
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 | $217,593 | $118,464+83.7% | $96,564+125.3% | $103,657+109.9% |
| Participation rate | 96.1% | 89.0%+7.1pp | 76.0%+20.1pp | 73.4%+22.8pp |
| Annual return | 21.48% | 18.79%+2.7pp | 25.89%-4.4pp | 33.13%-11.7pp |
| Employer contribution / active EE | $7,116 | $4,210+69.0% | $2,967+139.9% | $3,216+121.3% |
| Participant deferral / active EE | $7,547 | $7,277+3.7% | $4,852+55.6% | $5,218+44.6% |
| Admin fee / account holder | $113 | $81+38.8% | $8,256-98.6% | $114-1.4% |