Filed February 20, 2018 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $712,891 |
Filed as: TOWERS WATSON Service code 50 · EIN 53-0181291 | Direct Payment | $107,683 |
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 | $39,796 | $53,684-25.9% | $170,435-76.7% | $80,976-50.9% |
| Participation rate | 95.3% | 69.2%+26.1pp | 83.6%+11.7pp | 68.3%+27.0pp |
| Annual return | 18.31% | 25.97%-7.7pp | 205.94%-187.6pp | 22.91%-4.6pp |
| Employer contribution / active EE | $3,646 | $1,642+122.1% | $5,432-32.9% | $2,402+51.8% |
| Participant deferral / active EE | $4,028 | $3,017+33.5% | $4,939-18.4% | $3,848+4.7% |
| Admin fee / account holder | $64 | $46+37.2% | $13,881-99.5% | $67-5.7% |