Filed November 10, 2014 (most recent of 7 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 year Filed as: THE VANGUARD GROUP, INC Service code 28 PO BOX 780216 · PHILADELPHIA, PA 191780216 | Investment Management | $133,740 |
Filed as: PRUDENTIAL PRISA SA GENERAL ACCOUNT Service code 28 PO BOX 5262 · NEW YORK, NY 100875262 | Investment Management | $132,973 |
BMO HARRIS BANK NA1 year Service code 19 · EIN 36-2085229 11 WEST MONROE STREET · CHICAGO, IL 60603 | Securities Custodian | $27,444 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $80,293-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.4%-2.4pp |
| Annual return | 11.74% | 8.68%+3.1pp | 15.31%-3.6pp | 22.81%-11.1pp |
| Employer contribution / active EE | $3,252 | $9,089-64.2% | $28,686-88.7% | $18,290-82.2% |
| Participant deferral / active EE | $0 | $199-100.0% | $126-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $456-100.0% | $85,222-100.0% |