Filed April 21, 2014 (most recent of 4 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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $160,230 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,350 | $68,904-29.8% | $83,327-42.0% | $68,904-29.8% |
| Participation rate | 79.7% | 74.1%+5.5pp | 77.8%+1.9pp | 74.1%+5.5pp |
| Annual return | -6.15% | 1.07%-7.2pp | 10.64%-16.8pp | 1.07%-7.2pp |
| Employer contribution / active EE | $819 | $2,540-67.8% | $3,379-75.8% | $2,540-67.8% |
| Participant deferral / active EE | $3,522 | $4,015-12.3% | $5,565-36.7% | $4,015-12.3% |
| Admin fee / account holder | $19 | $71-73.0% | $7,540-99.7% | $71-73.0% |