Filed January 4, 2012 (most recent of 4 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 | $1,911,027 |
DODGE & COX3+ years Service code 64 · EIN 94-1441976 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,955 | $104,862-9.4% | $90,161+5.3% | $80,976+17.3% |
| Participation rate | 69.1% | 78.9%-9.8pp | 76.9%-7.7pp | 68.3%+0.9pp |
| Annual return | 18.56% | 20.18%-1.6pp | 34.89%-16.3pp | 22.91%-4.4pp |
| Employer contribution / active EE | $1,594 | $2,724-41.5% | $3,318-52.0% | $2,402-33.7% |
| Participant deferral / active EE | $4,241 | $6,098-30.5% | $5,287-19.8% | $3,848+10.2% |
| Admin fee / account holder | $41 | $76-46.2% | $5,943-99.3% | $67-39.2% |