Filed June 29, 2010
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 |
|---|---|---|
HECK CAPITAL ADVISORS8+ years Service code 16 · EIN 26-0202276 | Consulting | $109,996 |
THE VANGUARD GROUP, INC.8+ years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $102,551 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $92,771 |
MILLIMAN, INC.2 years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $22,249 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $17,468 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $299,860 | $107,415+179.2% | $135,998+120.5% | $80,187+274.0% |
| Participation rate | 96.9% | 78.0%+18.9pp | 81.9%+15.0pp | 72.9%+24.0pp |
| Annual return | 14.21% | 91.99%-77.8pp | 68.37%-54.2pp | 40.40%-26.2pp |
| Employer contribution / active EE | $8,292 | $3,878+113.8% | $4,860+70.6% | $2,980+178.3% |
| Participant deferral / active EE | $12,912 | $8,189+57.7% | $7,761+66.4% | $5,016+157.4% |
| Admin fee / account holder | $230 | $127+81.1% | $10,769-97.9% | $145+58.7% |