Filed October 18, 2004 (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 GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $32,065 |
ALSTON & BIRD LLP1 year Filed as: ALSTON & BIRD, LLP Service code 29 · EIN 58-0137615 | Legal | $25,277 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,848 | $92,091+31.2% | $63,018+91.8% | $77,958+55.0% |
| Participation rate | 60.2% | 74.5%-14.3pp | 74.8%-14.6pp | 71.6%-11.5pp |
| Annual return | 16.47% | 16.23%+0.2pp | 87.63%-71.2pp | 20.87%-4.4pp |
| Employer contribution / active EE | $485 | $3,424-85.8% | $2,761-82.4% | $2,310-79.0% |
| Participant deferral / active EE | $4,456 | $3,361+32.6% | $3,330+33.8% | $3,537+26.0% |
| Admin fee / account holder | $18 | $48-62.7% | $3,601-99.5% | $97-81.6% |