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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $586,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,929 | $55,730-3.2% | $96,543-44.1% | $96,393-44.1% |
| Participation rate | 46.2% | 82.8%-36.6pp | 74.3%-28.1pp | 71.3%-25.1pp |
| Annual return | 17.35% | 12.78%+4.6pp | 35.75%-18.4pp | 22.88%-5.5pp |
| Employer contribution / active EE | $1,452 | $4,014-63.8% | $3,741-61.2% | $3,239-55.2% |
| Participant deferral / active EE | $2,689 | $3,393-20.8% | $4,880-44.9% | $5,455-50.7% |
| Admin fee / account holder | $63 | $105-39.8% | $6,737-99.1% | $74-14.1% |