Filed December 11, 1997 (most recent of 5 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 | $611,642 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,477 | $67,505-1.5% | $90,223-26.3% | $67,505-1.5% |
| Participation rate | 97.2% | 71.2%+26.0pp | 79.0%+18.2pp | 71.2%+26.0pp |
| Annual return | -1.58% | 6.52%-8.1pp | 1.31%-2.9pp | 6.52%-8.1pp |
| Employer contribution / active EE | $4,408 | $2,173+102.9% | $4,378+0.7% | $2,173+102.9% |
| Participant deferral / active EE | $7,050 | $3,597+96.0% | $5,792+21.7% | $3,597+96.0% |
| Admin fee / account holder | $70 | $56+24.9% | $7,406-99.1% | $56+24.9% |