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 Service code 15 · EIN 23-1945930 | Recordkeeping | $159,302 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $90,762 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,065 | $98,780-23.0% | $60,919+24.9% | $77,906-2.4% |
| Participation rate | 72.7% | 76.7%-3.9pp | 73.1%-0.4pp | 73.7%-1.0pp |
| Annual return | -14.67% | -11.56%-3.1pp | 16.98%-31.6pp | 12.16%-26.8pp |
| Employer contribution / active EE | $647 | $3,605-82.1% | $2,704-76.1% | $2,846-77.3% |
| Participant deferral / active EE | $6,720 | $4,200+60.0% | $3,814+76.2% | $4,805+39.9% |
| Admin fee / account holder | $72 | $89-18.3% | $3,226-97.8% | $133-45.4% |