Filed August 9, 2013
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 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $77,427 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $68,673 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,304 |
FORVIS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $49,680 |
THE VANGUARD GROUP, INC.2 years Service code 99 | Other Fees | $0 |
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 | $391,357 | $106,230+268.4% | $147,080+166.1% | $77,736+403.4% |
| Participation rate | 99.5% | 78.4%+21.1pp | 82.2%+17.3pp | 70.6%+28.9pp |
| Annual return | 14.60% | 56.91%-42.3pp | 420.17%-405.6pp | 31.26%-16.7pp |
| Employer contribution / active EE | $10,975 | $4,072+169.5% | $4,933+122.5% | $2,728+302.3% |
| Participant deferral / active EE | $13,525 | $8,001+69.1% | $8,066+67.7% | $4,651+190.8% |
| Admin fee / account holder | $242 | $338-28.6% | $12,989-98.1% | $433-44.2% |