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 Service code 15 · EIN 23-1945930 | Recordkeeping | $2,443,253 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $961,441 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $102,189 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,534 | $55,785-50.6% | $96,583-71.5% | $106,520-74.2% |
| Participation rate | 87.5% | 53.4%+34.1pp | 69.8%+17.7pp | 71.3%+16.2pp |
| Annual return | 13.90% | 17.66%-3.8pp | 37.79%-23.9pp | 19.28%-5.4pp |
| Employer contribution / active EE | $629 | $1,042-39.6% | $2,357-73.3% | $2,840-77.9% |
| Participant deferral / active EE | $1,584 | $1,782-11.1% | $3,850-58.8% | $4,948-68.0% |
| Admin fee / account holder | $28 | $59-52.2% | $6,184-99.5% | $75-62.3% |