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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $86,010 |
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 | $586,680 | $95,918+511.6% | $151,634+286.9% | $77,906+653.1% |
| Participation rate | 98.8% | 88.7%+10.0pp | 87.5%+11.3pp | 73.7%+25.1pp |
| Annual return | -13.32% | -5.50%-7.8pp | 3.32%-16.6pp | 12.16%-25.5pp |
| Employer contribution / active EE | $22,113 | $4,330+410.6% | $6,165+258.7% | $2,846+676.9% |
| Participant deferral / active EE | $13,028 | $7,508+73.5% | $8,363+55.8% | $4,805+171.1% |
| Admin fee / account holder | $20 | $93-79.1% | $11,614-99.8% | $133-85.3% |