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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $825,434 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $98,576 |
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 | $54,819 | $101,555-46.0% | $152,473-64.0% | $101,555-46.0% |
| Participation rate | 96.2% | 74.5%+21.7pp | 78.2%+18.1pp | 74.5%+21.7pp |
| Annual return | 14.29% | 21.00%-6.7pp | 757.59%-743.3pp | 21.00%-6.7pp |
| Employer contribution / active EE | $3,233 | $2,972+8.8% | $4,326-25.3% | $2,972+8.8% |
| Participant deferral / active EE | $5,099 | $4,874+4.6% | $5,817-12.4% | $4,874+4.6% |
| Admin fee / account holder | $66 | $139-52.4% | $15,811-99.6% | $139-52.4% |