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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $916,126 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $235,330 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,450 | $99,313-18.0% | $153,741-47.0% | $99,313-18.0% |
| Participation rate | 96.6% | 71.7%+24.9pp | 77.1%+19.5pp | 71.7%+24.9pp |
| Annual return | 13.36% | 17.67%-4.3pp | 15.71%-2.3pp | 17.67%-4.3pp |
| Employer contribution / active EE | $4,498 | $3,264+37.8% | $5,042-10.8% | $3,264+37.8% |
| Participant deferral / active EE | $7,455 | $5,346+39.5% | $6,757+10.3% | $5,346+39.5% |
| Admin fee / account holder | $102 | $109-6.9% | $12,749-99.2% | $109-6.9% |