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 Service code 15 · EIN 23-1945930 | Recordkeeping | $134,337 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $100,208 |
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 | $92,180 | $105,179-12.4% | $64,110+43.8% | $80,187+15.0% |
| Participation rate | 76.6% | 73.5%+3.1pp | 72.3%+4.3pp | 72.9%+3.7pp |
| Annual return | 19.44% | 20.34%-0.9pp | 33.75%-14.3pp | 40.40%-21.0pp |
| Employer contribution / active EE | $745 | $3,311-77.5% | $2,751-72.9% | $2,980-75.0% |
| Participant deferral / active EE | $7,141 | $4,020+77.6% | $3,883+83.9% | $5,016+42.4% |
| Admin fee / account holder | $70 | $113-38.4% | $3,071-97.7% | $145-51.9% |