Filed July 12, 2018 (most recent of 4 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.1+ years Filed as: VANGUARD GROUP, INC. Service code 16 · EIN 23-1945930 PO BOX 1110 · VALLEY FORGE, PA 194821110 | Consulting | $35,125 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 620 EIGHTH AVENUE · NEW YORK, NY 100181405 | Legal | $541 |
O'CONNOR DAVIES, LLP1+ years Service code 10 · EIN 27-1728945 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,063 | $75,760-53.7% | $123,105-71.5% | $59,188-40.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | -60.83% | 2.93%-63.8pp | 13.22%-74.0pp | 5.51%-66.3pp |
| Employer contribution / active EE | $2,715 | $3,415-20.5% | $5,151-47.3% | $2,098+29.4% |
| Participant deferral / active EE | $5,123 | $5,000+2.4% | $6,229-17.8% | $3,265+56.9% |
| Admin fee / account holder | $24 | $61-59.7% | $9,014-99.7% | $92-73.5% |