Filed January 23, 2017 (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.2 years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,491,639 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $98,677 |
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 | $21,788 | $39,909-45.4% | $78,775-72.3% | $80,976-73.1% |
| Participation rate | 81.1% | 55.7%+25.4pp | 69.2%+11.9pp | 68.3%+12.9pp |
| Annual return | 16.26% | 23.47%-7.2pp | 35.62%-19.4pp | 22.91%-6.6pp |
| Employer contribution / active EE | $492 | $778-36.8% | $1,986-75.2% | $2,402-79.5% |
| Participant deferral / active EE | $1,298 | $1,359-4.5% | $2,958-56.1% | $3,848-66.3% |
| Admin fee / account holder | $15 | $50-70.4% | $5,132-99.7% | $67-78.2% |