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: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,443,704 |
THE VANGUARD GROUP, INC.9+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $133,396 |
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 | $112,296 | $119,999-6.4% | $70,589+59.1% | $96,393+16.5% |
| Participation rate | 54.2% | 66.2%-12.0pp | 68.4%-14.2pp | 71.3%-17.1pp |
| Annual return | 17.14% | 20.36%-3.2pp | 32.80%-15.7pp | 22.88%-5.7pp |
| Employer contribution / active EE | $56 | $4,602-98.8% | $2,977-98.1% | $3,239-98.3% |
| Participant deferral / active EE | $3,905 | $4,604-15.2% | $4,569-14.5% | $5,455-28.4% |
| Admin fee / account holder | $79 | $95-17.0% | $6,430-98.8% | $74+6.3% |