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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $138,516 |
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 | $667,926 | $112,711+492.6% | $170,055+292.8% | $80,187+733.0% |
| Participation rate | 98.7% | 87.4%+11.3pp | 87.0%+11.7pp | 72.9%+25.8pp |
| Annual return | 14.86% | 67.06%-52.2pp | 53.43%-38.6pp | 40.40%-25.5pp |
| Employer contribution / active EE | $24,221 | $4,488+439.7% | $6,790+256.7% | $2,980+712.9% |
| Participant deferral / active EE | $15,634 | $7,861+98.9% | $10,410+50.2% | $5,016+211.7% |
| Admin fee / account holder | $71 | $99-28.4% | $12,828-99.4% | $145-50.9% |