Filed September 13, 2012 (most recent of 2 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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $652,572 |
AON CONSULTING2 years Filed as: AON HEWITT INV CONSULTING INC Service code 16 · EIN 36-3109431 | Consulting | $75,854 |
CROWE LLP3 years Filed as: CROWE HORWATH, LLP Service code 16 · EIN 35-0921680 | Consulting | $21,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $112,161 | $78,852+42.2% | $76,768+46.1% | $75,289+49.0% |
| Participation rate | 98.9% | 85.0%+13.9pp | 77.0%+21.9pp | 72.4%+26.5pp |
| Annual return | -5.05% | -1.29%-3.8pp | 2.43%-7.5pp | -0.04%-5.0pp |
| Employer contribution / active EE | $4,455 | $2,794+59.4% | $2,485+79.3% | $2,405+85.3% |
| Participant deferral / active EE | $10,199 | $4,800+112.5% | $3,852+164.8% | $3,739+172.8% |
| Admin fee / account holder | $157 | $79+98.7% | $6,676-97.6% | $102+53.4% |