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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $64,971 |
ELLWOOD ASSOCIATES2 years Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 27 · EIN 36-3121777 | Advisory (Plan) | $39,466 |
BKD, LLP3 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $19,602 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $338,082 | $100,801+235.4% | $149,751+125.8% | $73,415+360.5% |
| Participation rate | 99.5% | 77.7%+21.9pp | 82.5%+17.1pp | 72.2%+27.4pp |
| Annual return | 7.38% | 265.34%-258.0pp | 276.71%-269.3pp | 59.30%-51.9pp |
| Employer contribution / active EE | $8,750 | $3,312+164.2% | $4,646+88.3% | $2,234+291.7% |
| Participant deferral / active EE | $10,805 | $6,404+68.7% | $6,843+57.9% | $3,806+183.9% |
| Admin fee / account holder | $132 | $181-27.2% | $9,312-98.6% | $158-16.6% |