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.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $489,152 |
FED EX SERVICES1 year Service code 16 · EIN 62-1808017 | Consulting | $7,150 |
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 | $577,856 | $57,606+903.1% | $67,313+758.5% | $75,289+667.5% |
| Participation rate | 99.5% | 68.2%+31.3pp | 69.1%+30.4pp | 72.4%+27.1pp |
| Annual return | -4.62% | -0.47%-4.2pp | -4.08%-0.5pp | -0.04%-4.6pp |
| Employer contribution / active EE | $17,520 | $2,206+694.1% | $2,566+582.9% | $2,405+628.5% |
| Participant deferral / active EE | $18,163 | $3,195+468.5% | $3,568+409.0% | $3,739+385.8% |
| Admin fee / account holder | $91 | $83+9.5% | $4,507-98.0% | $102-11.5% |