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.3+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $1,162,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,056 | $106,972-22.4% | $71,671+15.9% | $80,976+2.6% |
| Participation rate | 48.2% | 64.4%-16.2pp | 68.7%-20.5pp | 68.3%-20.1pp |
| Annual return | 19.13% | 23.84%-4.7pp | 20.65%-1.5pp | 22.91%-3.8pp |
| Employer contribution / active EE | $73 | $4,034-98.2% | $2,460-97.0% | $2,402-97.0% |
| Participant deferral / active EE | $2,265 | $3,800-40.4% | $3,438-34.1% | $3,848-41.2% |
| Admin fee / account holder | $52 | $97-45.9% | $5,558-99.1% | $67-22.6% |