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.3 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $55,956 |
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 | $68,552 | $204,517-66.5% | $69,480-1.3% | $77,775-11.9% |
| Participation rate | 73.6% | 74.6%-1.0pp | 74.6%-1.0pp | 73.2%+0.4pp |
| Annual return | 23.27% | 22.10%+1.2pp | 28.99%-5.7pp | 32.58%-9.3pp |
| Employer contribution / active EE | $628 | $3,548-82.3% | $2,780-77.4% | $2,504-74.9% |
| Participant deferral / active EE | $6,068 | $3,478+74.4% | $3,537+71.6% | $3,966+53.0% |
| Admin fee / account holder | $15 | $101-85.1% | $3,840-99.6% | $100-85.0% |