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.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% | $159,474+149.1% | $86,821+357.6% |
| Participation rate | 98.9% | 77.7%+21.2pp | 82.8%+16.1pp | 72.3%+26.6pp |
| Annual return | 20.22% | 26.32%-6.1pp | 263.68%-243.5pp | 97.94%-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% | $7,353+56.2% | $4,132+178.1% |
| Admin fee / account holder | $176 | $172+2.0% | $10,802-98.4% | $170+3.6% |