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 | $1,435,560 |
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 | $93,557 | $106,734-12.3% | $75,906+23.3% | $89,609+4.4% |
| Participation rate | 49.2% | 65.6%-16.5pp | 69.3%-20.1pp | 69.6%-20.4pp |
| Annual return | 23.97% | 24.20%-0.2pp | 30.73%-6.8pp | 33.65%-9.7pp |
| Employer contribution / active EE | $70 | $3,939-98.2% | $2,501-97.2% | $2,584-97.3% |
| Participant deferral / active EE | $2,606 | $3,965-34.3% | $3,604-27.7% | $4,222-38.3% |
| Admin fee / account holder | $65 | $80-19.5% | $5,421-98.8% | $72-9.9% |