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 | $45,708 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $40,540 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,696 |
FORVIS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $29,328 |
THE VANGUARD GROUP, INC.6 years Service code 99 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,091 | $106,264+108.1% | $147,117+50.3% | $77,762+184.3% |
| Participation rate | 98.8% | 78.4%+20.4pp | 82.2%+16.6pp | 70.6%+28.2pp |
| Annual return | 21.65% | 56.94%-35.3pp | 420.54%-398.9pp | 31.27%-9.6pp |
| Employer contribution / active EE | $10,839 | $4,074+166.1% | $4,932+119.7% | $2,728+297.3% |
| Participant deferral / active EE | $8,909 | $8,003+11.3% | $8,065+10.5% | $4,651+91.6% |
| Admin fee / account holder | $131 | $334-60.8% | $12,993-99.0% | $433-69.7% |