Filed September 23, 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 | $245,180 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,884 | $144,879-45.6% | $111,319-29.1% | $93,010-15.2% |
| Participation rate | 98.8% | 86.1%+12.7pp | 77.3%+21.5pp | 73.9%+24.9pp |
| Annual return | 45.08% | 18.11%+27.0pp | 54.68%-9.6pp | 158.70%-113.6pp |
| Employer contribution / active EE | $6 | $3,052-99.8% | $2,732-99.8% | $2,705-99.8% |
| Participant deferral / active EE | $5,589 | $5,576+0.2% | $4,488+24.6% | $4,561+22.6% |
| Admin fee / account holder | $56 | $104-46.3% | $7,966-99.3% | $152-63.3% |