Filed April 29, 2015 (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 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $383,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,165 | $54,788-28.5% | $92,240-57.5% | $80,976-51.6% |
| Participation rate | 34.5% | 77.1%-42.6pp | 76.5%-42.0pp | 68.3%-33.8pp |
| Annual return | 16.97% | 13.07%+3.9pp | 176.29%-159.3pp | 22.91%-5.9pp |
| Employer contribution / active EE | $920 | $3,430-73.2% | $3,680-75.0% | $2,402-61.7% |
| Participant deferral / active EE | $1,546 | $2,438-36.6% | $3,897-60.3% | $3,848-59.8% |
| Admin fee / account holder | $47 | $96-51.3% | $5,194-99.1% | $67-30.8% |