Filed April 29, 2015 (most recent of 2 filings on file)
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $497,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,020 | $52,155-11.8% | $101,275-54.6% | $106,273-56.7% |
| Participation rate | 41.5% | 81.2%-39.6pp | 75.8%-34.3pp | 70.8%-29.3pp |
| Annual return | 13.38% | 13.07%+0.3pp | 46.46%-33.1pp | 21.70%-8.3pp |
| Employer contribution / active EE | $1,110 | $3,414-67.5% | $3,660-69.7% | $2,722-59.2% |
| Participant deferral / active EE | $1,994 | $2,716-26.6% | $4,370-54.4% | $4,601-56.7% |
| Admin fee / account holder | $54 | $102-47.2% | $5,948-99.1% | $78-31.5% |