Filed March 17, 1997
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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,577 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $19,962 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $14,154 |
Filed as: BERGER,GHERSI & LADUKE PLC Service code 16 · EIN 38-2517534 | Consulting | $13,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,381 | $89,123+48.5% | $102,460+29.2% | $77,762+70.2% |
| Participation rate | 79.8% | 80.9%-1.1pp | 76.5%+3.3pp | 70.6%+9.3pp |
| Annual return | 12.48% | 25.05%-12.6pp | 29.47%-17.0pp | 31.27%-18.8pp |
| Employer contribution / active EE | $1,110 | $2,700-58.9% | $3,025-63.3% | $2,728-59.3% |
| Participant deferral / active EE | $2,597 | $5,148-49.5% | $5,056-48.6% | $4,651-44.2% |
| Admin fee / account holder | $343 | $236+45.5% | $9,460-96.4% | $433-20.7% |