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 | $7,369 |
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 | $50,625 | $39,458+28.3% | $60,547-16.4% | $55,191-8.3% |
| Participation rate | 91.2% | 59.6%+31.6pp | 68.0%+23.2pp | 69.2%+22.0pp |
| Annual return | 0.21% | 3.35%-3.1pp | 335.64%-335.4pp | 10.78%-10.6pp |
| Employer contribution / active EE | $937 | $1,210-22.6% | $2,419-61.3% | $1,899-50.7% |
| Participant deferral / active EE | $2,170 | $2,140+1.4% | $3,328-34.8% | $3,046-28.8% |
| Admin fee / account holder | $2 | $95-97.7% | $4,536-100.0% | $91-97.6% |