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 |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $1,631,176 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $700,371 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $512,954 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $294,843 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $51,576 |
THE BERWYN GROUP1 year Service code 38 · EIN 34-1672337 | Participant Communication | $29,886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,320 | $53,531-52.7% | $86,251-70.6% | $96,393-73.7% |
| Participation rate | 37.6% | 53.4%-15.8pp | 69.0%-31.3pp | 71.3%-33.6pp |
| Annual return | 17.83% | 20.51%-2.7pp | 1170.54%-1152.7pp | 22.88%-5.0pp |
| Employer contribution / active EE | $353 | $1,158-69.5% | $2,381-85.2% | $3,239-89.1% |
| Participant deferral / active EE | $728 | $1,965-63.0% | $3,987-81.7% | $5,455-86.7% |
| Admin fee / account holder | $25 | $55-55.4% | $6,857-99.6% | $74-66.5% |