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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $3,080,759 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $851,147 |
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 | $282,336 | $57,458+391.4% | $95,763+194.8% | $96,393+192.9% |
| Participation rate | 99.3% | 47.9%+51.3pp | 72.3%+27.0pp | 71.3%+28.0pp |
| Annual return | 18.79% | 17.80%+1.0pp | 28.43%-9.6pp | 22.88%-4.1pp |
| Employer contribution / active EE | $6,728 | $1,155+482.6% | $2,836+137.2% | $3,239+107.7% |
| Participant deferral / active EE | $16,315 | $2,443+567.8% | $4,244+284.5% | $5,455+199.1% |
| Admin fee / account holder | $145 | $61+138.9% | $5,669-97.4% | $74+95.7% |