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.6+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $1,552,706 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,542 | $123,048-18.3% | $81,988+22.6% | $106,273-5.4% |
| Participation rate | 52.8% | 65.1%-12.3pp | 69.3%-16.5pp | 70.8%-18.0pp |
| Annual return | 14.95% | 14.83%+0.1pp | 41.32%-26.4pp | 21.70%-6.7pp |
| Employer contribution / active EE | $52 | $3,893-98.7% | $2,499-97.9% | $2,722-98.1% |
| Participant deferral / active EE | $2,801 | $4,168-32.8% | $3,723-24.7% | $4,601-39.1% |
| Admin fee / account holder | $71 | $116-38.5% | $5,666-98.7% | $78-8.8% |