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.2 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $77,524 |
ELLWOOD ASSOCIATES3 years Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 27 · EIN 36-3121777 | Advisory (Plan) | $64,520 |
BKD, LLP4 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $19,792 |
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 | $397,269 | $104,336+280.8% | $159,495+149.1% | $86,828+357.5% |
| Participation rate | 98.9% | 77.7%+21.2pp | 82.8%+16.1pp | 72.3%+26.6pp |
| Annual return | 20.22% | 26.32%-6.1pp | 263.72%-243.5pp | 97.95%-77.7pp |
| Employer contribution / active EE | $9,194 | $3,451+166.4% | $4,831+90.3% | $2,406+282.1% |
| Participant deferral / active EE | $11,489 | $6,837+68.0% | $7,354+56.2% | $4,132+178.0% |
| Admin fee / account holder | $176 | $172+2.0% | $10,804-98.4% | $170+3.6% |