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.4+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $1,316,173 |
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 | $77,798 | $96,540-19.4% | $67,313+15.6% | $73,367+6.0% |
| Participation rate | 48.7% | 65.8%-17.1pp | 69.1%-20.4pp | 69.5%-20.8pp |
| Annual return | -2.78% | -4.11%+1.3pp | -4.08%+1.3pp | 173.45%-176.2pp |
| Employer contribution / active EE | $74 | $4,087-98.2% | $2,566-97.1% | $2,499-97.0% |
| Participant deferral / active EE | $2,600 | $3,965-34.4% | $3,568-27.1% | $4,033-35.5% |
| Admin fee / account holder | $59 | $100-41.0% | $4,507-98.7% | $68-14.0% |