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.4 years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $2,242,916 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $89,365 |
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 | $22,186 | $100,179-77.9% | $84,029-73.6% | $89,609-75.2% |
| Participation rate | 90.1% | 54.1%+36.0pp | 69.0%+21.1pp | 69.6%+20.5pp |
| Annual return | 21.91% | 22.50%-0.6pp | 71.32%-49.4pp | 33.65%-11.7pp |
| Employer contribution / active EE | $608 | $816-25.5% | $1,984-69.3% | $2,584-76.5% |
| Participant deferral / active EE | $1,437 | $1,459-1.5% | $3,239-55.6% | $4,222-66.0% |
| Admin fee / account holder | $19 | $72-73.6% | $6,102-99.7% | $72-73.5% |