Filed February 20, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $23,130 |
COHEN & STEERS1 year Service code 52 · EIN 01-3335336 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
MAINSTAY1 year Service code 52 · EIN 52-2206685 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 52-0794097 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,516 | $55,453-57.6% | $170,435-86.2% | $62,293-62.2% |
| Participation rate | 88.5% | 66.4%+22.1pp | 83.6%+4.9pp | 69.5%+19.0pp |
| Annual return | 22.89% | 21.38%+1.5pp | 205.94%-183.1pp | 28.90%-6.0pp |
| Employer contribution / active EE | $1,674 | $2,164-22.6% | $5,432-69.2% | $2,042-18.0% |
| Participant deferral / active EE | $1,487 | $2,303-35.4% | $4,939-69.9% | $3,169-53.1% |
| Admin fee / account holder | $129 | $455-71.8% | $13,881-99.1% | $479-73.2% |