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.4 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $69,965 |
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 | $77,973 | $105,581-26.1% | $70,492+10.6% | $90,274-13.6% |
| Participation rate | 72.2% | 77.5%-5.3pp | 75.1%-2.8pp | 73.4%-1.1pp |
| Annual return | 13.42% | 14.78%-1.4pp | 109.16%-95.7pp | 53.97%-40.6pp |
| Employer contribution / active EE | $654 | $3,304-80.2% | $2,738-76.1% | $2,523-74.1% |
| Participant deferral / active EE | $6,296 | $3,813+65.1% | $3,711+69.7% | $4,231+48.8% |
| Admin fee / account holder | $20 | $68-71.1% | $3,848-99.5% | $114-82.9% |