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.2 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $440,903 |
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 | $35,166 | $49,973-29.6% | $83,831-58.1% | $73,367-52.1% |
| Participation rate | 36.1% | 77.8%-41.7pp | 76.1%-40.1pp | 69.5%-33.4pp |
| Annual return | -4.18% | 0.83%-5.0pp | 850.99%-855.2pp | 173.45%-177.6pp |
| Employer contribution / active EE | $965 | $3,293-70.7% | $3,631-73.4% | $2,499-61.4% |
| Participant deferral / active EE | $1,681 | $2,341-28.2% | $4,082-58.8% | $4,033-58.3% |
| Admin fee / account holder | $48 | $95-49.1% | $5,479-99.1% | $68-29.1% |