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 Service code 15 · EIN 23-1945930 | Recordkeeping | $2,754,629 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,066,450 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $102,028 |
EMCO/FGS LLC1 year Service code 38 · EIN 86-1064873 | Participant Communication | $24,500 |
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 | $21,411 | $47,540-55.0% | $79,591-73.1% | $89,433-76.1% |
| Participation rate | 93.2% | 54.9%+38.3pp | 69.5%+23.7pp | 71.3%+21.9pp |
| Annual return | -15.37% | -8.05%-7.3pp | 0.18%-15.6pp | -11.88%-3.5pp |
| Employer contribution / active EE | $779 | $1,122-30.6% | $2,413-67.7% | $3,021-74.2% |
| Participant deferral / active EE | $1,753 | $1,961-10.6% | $3,986-56.0% | $5,125-65.8% |
| Admin fee / account holder | $28 | $59-51.8% | $6,815-99.6% | $79-64.5% |