Filed November 8, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $1,007,660 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 20-3146968 | Advisory (Plan) | $99,707 |
BANKS, FINLEY, WHITE & CO.3+ years Service code 10 · EIN 63-0834690 | Accounting | $34,983 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $30,000 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 27 · EIN 52-1219029 | Advisory (Plan) | $6,083 |
THE VANGUARD GROUP, INC.3+ years Service code 64 | Recordkeeping Fees | $0 |
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 | $135,193 | $94,339+43.3% | $75,501+79.1% | $177,276-23.7% |
| Participation rate | 98.9% | 80.3%+18.6pp | 72.4%+26.6pp | 74.8%+24.1pp |
| Annual return | 15.12% | 18.58%-3.5pp | 27.35%-12.2pp | 21.25%-6.1pp |
| Employer contribution / active EE | $4,272 | $2,982+43.3% | $2,352+81.6% | $2,479+72.3% |
| Participant deferral / active EE | $6,315 | $3,974+58.9% | $3,142+101.0% | $3,881+62.7% |
| Admin fee / account holder | $98 | $53+85.6% | $5,801-98.3% | $154-36.3% |