Filed August 14, 2014 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $179,594 |
COHNREZNICK LLP10+ years Service code 10 · EIN 33-4144829 | Accounting | $73,500 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $61,000 |
LOWENSTEIN SANDLER LLP10+ years Service code 29 · EIN 46-0920520 | Legal | $26,372 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,503 | $112,582+208.7% | $105,624+229.0% | $200,096+73.7% |
| Participation rate | 98.3% | 86.3%+12.1pp | 75.3%+23.1pp | 72.0%+26.3pp |
| Annual return | 14.83% | 15.58%-0.7pp | 116.20%-101.4pp | 34.26%-19.4pp |
| Employer contribution / active EE | $16,437 | $4,580+258.9% | $3,168+418.9% | $3,038+441.1% |
| Participant deferral / active EE | $12,342 | $6,655+85.5% | $5,013+146.2% | $5,090+142.5% |
| Admin fee / account holder | $119 | $107+11.1% | $10,961-98.9% | $269-55.9% |