Filed June 12, 2014
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $169,083 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $84,367 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $31,246 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,043 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,760 | $104,544-5.5% | $96,564+2.3% | $80,187+23.2% |
| Participation rate | 98.1% | 86.4%+11.7pp | 76.0%+22.1pp | 72.9%+25.1pp |
| Annual return | 15.06% | 21.79%-6.7pp | 25.89%-10.8pp | 40.40%-25.3pp |
| Employer contribution / active EE | $4,461 | $3,527+26.5% | $2,967+50.4% | $2,980+49.7% |
| Participant deferral / active EE | $5,743 | $6,170-6.9% | $4,852+18.4% | $5,016+14.5% |
| Admin fee / account holder | $123 | $107+15.5% | $8,256-98.5% | $145-14.9% |