Filed January 21, 2016
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $259,115 |
Filed as: LOCKTON INVESTMENT ADVISORS INC. Service code 16 · EIN 20-8874282 | Consulting | $16,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,299 | $176,471-87.4% | $95,968-76.8% | $90,274-75.3% |
| Participation rate | 93.9% | 86.6%+7.3pp | 77.1%+16.8pp | 73.4%+20.5pp |
| Annual return | -48.89% | 20.15%-69.0pp | 91.65%-140.5pp | 53.97%-102.9pp |
| Employer contribution / active EE | $1,375 | $2,783-50.6% | $2,542-45.9% | $2,523-45.5% |
| Participant deferral / active EE | $3,237 | $5,325-39.2% | $4,167-22.3% | $4,231-23.5% |
| Admin fee / account holder | $114 | $154-25.9% | $6,798-98.3% | $114+0.1% |