Filed February 19, 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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD FIDUCIARY TRUST CO. Service code 15 · EIN 23-1945930 | Recordkeeping | $152,394 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $28,500 |
RANDALL & HURLEY, INC.2+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $28,080 |
BDO USA, LLP2+ years Filed as: BDO SEIDMAN Service code 10 · EIN 13-5381590 | Accounting | $27,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,382 | $66,750-17.0% | $105,722-47.6% | $57,658-3.9% |
| Participation rate | 99.9% | 79.2%+20.7pp | 78.9%+21.0pp | 70.2%+29.7pp |
| Annual return | 9.79% | 10.99%-1.2pp | 12.25%-2.5pp | 5.13%+4.7pp |
| Employer contribution / active EE | $5,306 | $3,766+40.9% | $4,079+30.1% | $1,974+168.8% |
| Participant deferral / active EE | $6,751 | $4,933+36.9% | $5,326+26.8% | $3,061+120.6% |
| Admin fee / account holder | $184 | $88+109.4% | $8,308-97.8% | $95+94.6% |