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.5 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $77,427 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $68,673 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,304 |
FORVIS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $49,680 |
THE VANGUARD GROUP, INC.2 years Service code 99 | Other Fees | $0 |
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 | $391,357 | $106,264+268.3% | $147,117+166.0% | $77,762+403.3% |
| Participation rate | 99.5% | 78.4%+21.0pp | 82.2%+17.3pp | 70.6%+28.9pp |
| Annual return | 14.60% | 56.94%-42.3pp | 420.54%-405.9pp | 31.27%-16.7pp |
| Employer contribution / active EE | $10,975 | $4,074+169.4% | $4,932+122.5% | $2,728+302.3% |
| Participant deferral / active EE | $13,525 | $8,003+69.0% | $8,065+67.7% | $4,651+190.8% |
| Admin fee / account holder | $242 | $334-27.7% | $12,993-98.1% | $433-44.2% |