Filed October 7, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $228,533 |
MERCER1 year Filed as: MERCER US, INC. Service code 27 · EIN 13-2834414 | Advisory (Plan) | $95,949 |
EISNERAMPER LLP3 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 | Accounting | $39,831 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $8,693 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,906 | $105,247+61.4% | $87,100+95.1% | $77,787+118.4% |
| Participation rate | 91.1% | 85.8%+5.3pp | 76.9%+14.2pp | 73.2%+17.9pp |
| Annual return | 21.62% | 24.52%-2.9pp | 28.19%-6.6pp | 32.57%-11.0pp |
| Employer contribution / active EE | $6,249 | $2,895+115.9% | $2,521+147.8% | $2,504+149.5% |
| Participant deferral / active EE | $8,135 | $5,060+60.8% | $4,049+100.9% | $3,967+105.1% |
| Admin fee / account holder | $105 | $1040% | $7,497-98.6% | $100+4.5% |