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.3 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $70,127 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,975 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $37,599 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $29,438 |
ELLWOOD ASSOCIATES4 years Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 27 · EIN 36-3121777 | Advisory (Plan) | $12,744 |
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 | $306,239 | $82,188+272.6% | $125,401+144.2% | $64,829+372.4% |
| Participation rate | 99.1% | 77.9%+21.2pp | 82.4%+16.7pp | 71.5%+27.6pp |
| Annual return | -16.61% | 3.50%-20.1pp | 572.53%-589.1pp | 32.85%-49.5pp |
| Employer contribution / active EE | $8,987 | $3,617+148.4% | $4,816+86.6% | $2,507+258.5% |
| Participant deferral / active EE | $11,577 | $7,177+61.3% | $7,448+55.4% | $4,312+168.5% |
| Admin fee / account holder | $206 | $163+26.1% | $10,008-97.9% | $188+9.6% |