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.1 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $33,804 |
ELLWOOD ASSOCIATES2 years Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 27 · EIN 36-3121777 | Advisory (Plan) | $20,534 |
BKD, LLP5+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $10,198 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,923 | $100,801+69.6% | $149,751+14.1% | $73,415+132.8% |
| Participation rate | 99.4% | 77.7%+21.7pp | 82.5%+16.9pp | 72.2%+27.2pp |
| Annual return | 15.19% | 265.34%-250.1pp | 276.71%-261.5pp | 59.30%-44.1pp |
| Employer contribution / active EE | $8,791 | $3,312+165.4% | $4,646+89.2% | $2,234+293.5% |
| Participant deferral / active EE | $6,373 | $6,404-0.5% | $6,843-6.9% | $3,806+67.5% |
| Admin fee / account holder | $68 | $181-62.3% | $9,312-99.3% | $158-56.8% |