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.5+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $2,027,333 |
DODGE & COX5+ years Service code 64 · EIN 94-1441976 | Recordkeeping Fees | $0 |
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 | $94,301 | $116,243-18.9% | $91,994+2.5% | $89,609+5.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 78.6%+4.7pp | 69.6%+13.7pp |
| Annual return | 23.78% | 23.75%0pp | 69.04%-45.3pp | 33.65%-9.9pp |
| Employer contribution / active EE | $2,907 | $3,226-9.9% | $3,453-15.8% | $2,584+12.5% |
| Participant deferral / active EE | $5,573 | $7,519-25.9% | $5,924-5.9% | $4,222+32.0% |
| Admin fee / account holder | $36 | $82-56.3% | $7,744-99.5% | $72-49.8% |