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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $338,337 |
Filed as: HIGHLAND CAPITAL ADVISORS LLC Service code 16 · EIN 91-1196408 | Consulting | $29,673 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,851 | $110,258-21.2% | $102,460-15.2% | $200,096-56.6% |
| Participation rate | 97.8% | 86.3%+11.5pp | 76.5%+21.3pp | 72.0%+25.8pp |
| Annual return | 39.00% | 35.78%+3.2pp | 29.47%+9.5pp | 34.26%+4.7pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $3,025-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $5,959 | $6,377-6.6% | $5,056+17.8% | $5,090+17.1% |
| Admin fee / account holder | $65 | $122-46.9% | $9,460-99.3% | $269-75.9% |