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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,813,086 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $842,492 |
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 | $284,586 | $56,274+405.7% | $109,923+158.9% | $106,520+167.2% |
| Participation rate | 98.7% | 46.3%+52.4pp | 74.2%+24.5pp | 71.3%+27.4pp |
| Annual return | 12.65% | 27.85%-15.2pp | 29.46%-16.8pp | 19.28%-6.6pp |
| Employer contribution / active EE | $6,547 | $1,010+548.4% | $2,844+130.2% | $2,840+130.5% |
| Participant deferral / active EE | $15,761 | $1,973+698.7% | $4,048+289.4% | $4,948+218.6% |
| Admin fee / account holder | $134 | $57+135.5% | $6,070-97.8% | $75+80.4% |