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.3+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,685 |
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 | $69,212 | $44,059+57.1% | $71,671-3.4% | $69,634-0.6% |
| Participation rate | 91.3% | 60.8%+30.5pp | 68.7%+22.5pp | 70.7%+20.6pp |
| Annual return | 19.45% | 21.97%-2.5pp | 20.65%-1.2pp | 27572.26%-27552.8pp |
| Employer contribution / active EE | $1,037 | $1,305-20.6% | $2,460-57.9% | $2,032-49.0% |
| Participant deferral / active EE | $2,440 | $2,370+3.0% | $3,438-29.0% | $3,224-24.3% |
| Admin fee / account holder | $7 | $108-93.6% | $5,558-99.9% | $110-93.7% |