Filed September 17, 2013
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 | $58,341 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $50,000 |
LUTZ & COMPANY, PC4 years Filed as: LUTZ CO Service code 10 13616 CALIFORNIA ST · OMAHA, NE 68154 | Accounting | $14,700 |
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 | $67,297 | $55,457+21.3% | $76,119-11.6% | $77,736-13.4% |
| Participation rate | 71.2% | 63.6%+7.6pp | 69.1%+2.1pp | 70.6%+0.6pp |
| Annual return | 15.85% | 17.09%-1.2pp | 361.25%-345.4pp | 31.26%-15.4pp |
| Employer contribution / active EE | $5,233 | $1,792+192.0% | $2,693+94.3% | $2,728+91.8% |
| Participant deferral / active EE | $8,914 | $3,454+158.1% | $4,259+109.3% | $4,651+91.7% |
| Admin fee / account holder | $218 | $411-46.9% | $6,421-96.6% | $433-49.7% |