Filed January 21, 2016
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,616 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 29 · EIN 20-8874282 | Legal | $19,722 |
MAZURSKY CONSTANTINE LLC1+ years Service code 29 · EIN 27-3547321 | Legal | $6,916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $49,804 | $71,957-30.8% | $67,652-26.4% | $59,188-15.9% |
| Participation rate | 30.6% | 82.7%-52.0pp | 75.7%-45.0pp | 69.4%-38.8pp |
| Annual return | 7.87% | 8.53%-0.7pp | 6625.40%-6617.5pp | 5.51%+2.4pp |
| Employer contribution / active EE | $1,249 | $2,432-48.6% | $2,266-44.9% | $2,098-40.4% |
| Participant deferral / active EE | $2,509 | $4,211-40.4% | $3,560-29.5% | $3,265-23.1% |
| Admin fee / account holder | $45 | $64-30.3% | $4,821-99.1% | $92-51.5% |