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.4 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $22,089 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $15,497 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,104 |
THE VANGUARD GROUP, INC.1 year Service code 99 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $373,415 | $95,438+291.3% | $135,998+174.6% | $74,478+401.4% |
| Participation rate | 99.6% | 78.2%+21.3pp | 81.9%+17.6pp | 70.7%+28.8pp |
| Annual return | 10.12% | 32.61%-22.5pp | 68.37%-58.2pp | 34.37%-24.2pp |
| Employer contribution / active EE | $1,734 | $3,878-55.3% | $4,860-64.3% | $2,637-34.2% |
| Participant deferral / active EE | $1,566 | $7,790-79.9% | $7,761-79.8% | $4,530-65.4% |
| Admin fee / account holder | $51 | $259-80.4% | $10,769-99.5% | $347-85.4% |