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 | $39,930 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,025 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,409 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $16,762 |
ELLWOOD ASSOCIATES4 years Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 27 · EIN 36-3121777 | Advisory (Plan) | $7,256 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,145 | $82,188+97.3% | $125,401+29.3% | $64,829+150.1% |
| Participation rate | 99.3% | 77.9%+21.4pp | 82.4%+16.9pp | 71.5%+27.8pp |
| Annual return | -16.85% | 3.50%-20.3pp | 572.53%-589.4pp | 32.85%-49.7pp |
| Employer contribution / active EE | $9,103 | $3,617+151.6% | $4,816+89.0% | $2,507+263.1% |
| Participant deferral / active EE | $7,370 | $7,177+2.7% | $7,448-1.1% | $4,312+70.9% |
| Admin fee / account holder | $116 | $163-29.2% | $10,008-98.8% | $188-38.4% |