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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD FIDUCIARY TRUST CO. Service code 15 · EIN 23-1945930 | Recordkeeping | $170,026 |
RANDALL & HURLEY, INC.5+ years Service code 15 · EIN 91-1661080 1328 N. WHITMAN LN. · LIBERTY LAKE, WA 99019 | Recordkeeping | $50,135 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $38,000 |
BDO USA, LLP5+ years Filed as: BDO SEIDMAN Service code 10 · EIN 13-5381590 | Accounting | $32,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,408 | $113,995-28.6% | $127,803-36.3% | $77,775+4.7% |
| Participation rate | 97.5% | 85.7%+11.8pp | 79.0%+18.5pp | 73.2%+24.3pp |
| Annual return | 22.95% | 26.09%-3.1pp | 26.14%-3.2pp | 32.58%-9.6pp |
| Employer contribution / active EE | $3,726 | $6,012-38.0% | $4,576-18.6% | $2,504+48.8% |
| Participant deferral / active EE | $7,551 | $7,267+3.9% | $6,023+25.4% | $3,966+90.4% |
| Admin fee / account holder | $292 | $108+170.7% | $9,399-96.9% | $100+191.5% |