Filed June 18, 1996 (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.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $14,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,800 | $54,281+583.1% | $60,547+512.4% | $59,188+526.5% |
| Participation rate | 98.1% | 66.8%+31.3pp | 68.0%+30.2pp | 69.4%+28.7pp |
| Annual return | -0.29% | 1.74%-2.0pp | 335.64%-335.9pp | 5.51%-5.8pp |
| Employer contribution / active EE | $3,203 | $2,031+57.7% | $2,419+32.4% | $2,098+52.7% |
| Participant deferral / active EE | $18,425 | $2,789+560.7% | $3,328+453.7% | $3,265+464.4% |
| Admin fee / account holder | $0 | $64-100.0% | $4,536-100.0% | $92-100.0% |