Filed January 21, 2016
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $81,358 |
Service code 16 · EIN 20-8874282 | Consulting | $17,063 |
MAZURSKY CONSTANTINE LLC1 year Filed as: MAZURSKY CONSTANTINE, LLC Service code 26 · EIN 27-3547321 | Advisory (Participants) | $5,335 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,141 | $88,730-42.4% | $82,312-37.9% | $77,958-34.4% |
| Participation rate | 85.8% | 84.5%+1.2pp | 76.9%+8.9pp | 71.6%+14.1pp |
| Annual return | 15.24% | 20.88%-5.6pp | 25.88%-10.6pp | 20.87%-5.6pp |
| Employer contribution / active EE | $2,005 | $2,758-27.3% | $2,428-17.4% | $2,310-13.2% |
| Participant deferral / active EE | $2,734 | $4,634-41.0% | $3,706-26.2% | $3,537-22.7% |
| Admin fee / account holder | $52 | $74-29.6% | $5,608-99.1% | $97-46.5% |