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.2 years Filed as: VANGUARD GROUP INC. Service code 16 · EIN 23-1945930 | Consulting | $42,423 |
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 | $52,342 | $87,173-40.0% | $59,899-12.6% | $75,289-30.5% |
| Participation rate | 62.8% | 74.5%-11.6pp | 74.7%-11.9pp | 72.4%-9.6pp |
| Annual return | -3.70% | -2.14%-1.6pp | 3.46%-7.2pp | -0.04%-3.7pp |
| Employer contribution / active EE | $546 | $3,473-84.3% | $2,723-79.9% | $2,405-77.3% |
| Participant deferral / active EE | $5,014 | $3,379+48.4% | $3,403+47.4% | $3,739+34.1% |
| Admin fee / account holder | $10 | $75-86.4% | $3,592-99.7% | $102-90.1% |