Filed May 1, 2015
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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $166,703 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $793,116 | $122,585+547.0% | $184,256+330.4% | $200,096+296.4% |
| Participation rate | 98.8% | 86.9%+11.8pp | 86.8%+12.0pp | 72.0%+26.8pp |
| Annual return | 12.45% | 144.12%-131.7pp | 28.85%-16.4pp | 34.26%-21.8pp |
| Employer contribution / active EE | $25,512 | $4,571+458.1% | $6,427+296.9% | $3,038+739.9% |
| Participant deferral / active EE | $16,567 | $7,972+107.8% | $9,133+81.4% | $5,090+225.5% |
| Admin fee / account holder | $40 | $120-66.4% | $13,899-99.7% | $269-85.0% |