Filed January 21, 2016
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $229,204 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $138,214 |
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $134,231 |
Filed as: CARR RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $14,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,560 | $130,141-28.9% | $86,677+6.8% | $77,904+18.8% |
| Participation rate | 97.8% | 85.9%+11.8pp | 76.6%+21.2pp | 73.7%+24.1pp |
| Annual return | -12.51% | -12.75%+0.2pp | 35.91%-48.4pp | 12.21%-24.7pp |
| Employer contribution / active EE | $5,287 | $3,220+64.2% | $2,836+86.4% | $2,848+85.6% |
| Participant deferral / active EE | $7,763 | $5,757+34.8% | $4,656+66.7% | $4,806+61.5% |
| Admin fee / account holder | $150 | $132+14.0% | $7,493-98.0% | $133+13.3% |