Filed January 20, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $330,481 |
SEYFARTH SHAW LLP3 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $32,819 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $26,280 |
MAH & ASSOCIATES, LLP1 year Filed as: MAH & ASSOCIATES Service code 10 · EIN 94-3342694 | Accounting | $24,500 |
ADP BROKER-DEALER1 year Filed as: AUTOMATIC DAT PROCESSING INC22-1467 Service code 99 · EIN 22-1467904 | Other Fees | $23,800 |
COOK STREET CONSULTING1 year Filed as: COOK MARTIN POULSON, PC Service code 10 · EIN 87-0517946 | Accounting | $2,415 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $75 |
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 | $58,658 | $78,852-25.6% | $76,768-23.6% | $75,289-22.1% |
| Participation rate | 99.1% | 85.0%+14.2pp | 77.0%+22.2pp | 72.4%+26.7pp |
| Annual return | -5.68% | -1.29%-4.4pp | 2.43%-8.1pp | -0.04%-5.6pp |
| Employer contribution / active EE | $3,160 | $2,794+13.1% | $2,485+27.2% | $2,405+31.4% |
| Participant deferral / active EE | $4,754 | $4,800-0.9% | $3,852+23.4% | $3,739+27.2% |
| Admin fee / account holder | $81 | $79+2.8% | $6,676-98.8% | $102-20.6% |