Filed January 29, 2010 (most recent of 4 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.5+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $17,846 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $448,174 | $96,524+364.3% | $75,906+490.4% | $152,914+193.1% |
| Participation rate | 93.3% | 76.2%+17.1pp | 69.3%+24.0pp | 82.5%+10.9pp |
| Annual return | 17.61% | 33.93%-16.3pp | 30.73%-13.1pp | 345.48%-327.9pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,852-100.0% |
| Admin fee / account holder | $120 | $8,082-98.5% | $5,421-97.8% | $11,601-99.0% |