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.3 years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,806,693 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $89,862 |
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 | $18,184 | $38,510-52.8% | $74,549-75.6% | $73,367-75.2% |
| Participation rate | 92.1% | 53.5%+38.6pp | 69.1%+23.0pp | 69.5%+22.7pp |
| Annual return | -4.34% | -0.94%-3.4pp | 32.54%-36.9pp | 173.45%-177.8pp |
| Employer contribution / active EE | $706 | $774-8.7% | $1,961-64.0% | $2,499-71.7% |
| Participant deferral / active EE | $1,383 | $1,421-2.7% | $3,108-55.5% | $4,033-65.7% |
| Admin fee / account holder | $15 | $52-70.5% | $5,059-99.7% | $68-77.6% |