Filed January 21, 2016
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $224,923 |
Filed as: LOCKTON INVEST ADVISORS LLC Service code 16 · EIN 20-8874282 | Consulting | $32,500 |
Filed as: SMITH GAMBRELL & RUSSELL LLP Service code 29 · EIN 58-0967450 | Legal | $9,582 |
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 | $130,189 | $105,247+23.7% | $87,100+49.5% | $77,787+67.4% |
| Participation rate | 96.0% | 85.8%+10.2pp | 76.9%+19.2pp | 73.2%+22.8pp |
| Annual return | 22.73% | 24.52%-1.8pp | 28.19%-5.5pp | 32.57%-9.8pp |
| Employer contribution / active EE | $7,947 | $2,895+174.6% | $2,521+215.2% | $2,504+217.3% |
| Participant deferral / active EE | $6,598 | $5,060+30.4% | $4,049+63.0% | $3,967+66.3% |
| Admin fee / account holder | $190 | $104+81.4% | $7,497-97.5% | $100+89.4% |