Filed July 25, 2012 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD FUNDS Service code 19 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 194822600 | Securities Custodian | $73,581 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $32,747 |
NORTHWEST PLAN SERVICES, INC.3+ years Service code 11 · EIN 91-1682434 5446 CALIFORNIA AVE SW · SEATTLE, WA 98136 | Actuarial | $18,515 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $13,783 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $7,231 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $425,338-100.0% | $411,917-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.6%-35.6pp | 16.2%-16.2pp | 45.9%-45.9pp |
| Annual return | -96.38% | 9.03%-105.4pp | 10.36%-106.7pp | 10.21%-106.6pp |
| Employer contribution / active EE | $0 | $48,592-100.0% | $37,738-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $154-100.0% | $137-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $16,407-100.0% | $15,661-100.0% | $13,518-100.0% |