Filed January 2, 2003 (most recent of 2 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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $3,509,196 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $846,907 |
Service code 99 · EIN 94-1737782 | Other Fees | $75,824 |
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 | $320,950 | $64,975+394.0% | $97,295+229.9% | $106,553+201.2% |
| Participation rate | 99.0% | 45.4%+53.6pp | 72.7%+26.3pp | 69.8%+29.2pp |
| Annual return | 15.43% | 15.21%+0.2pp | 75.62%-60.2pp | 17.37%-1.9pp |
| Employer contribution / active EE | $6,960 | $1,126+518.0% | $2,723+155.6% | $3,359+107.2% |
| Participant deferral / active EE | $18,325 | $2,466+643.1% | $4,264+329.8% | $5,562+229.4% |
| Admin fee / account holder | $169 | $69+146.6% | $5,646-97.0% | $80+112.3% |