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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,053,068 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $491,719 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $102,375 |
BANKS, FINLEY, WHITE & CO.2 years Filed as: BANKS FINLEY WHITE & CO Service code 27 · EIN 63-0834690 | Advisory (Plan) | $15,792 |
GROOM LAW GROUP5 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $13,855 |
Service code 29 · EIN 66-0488206 | Legal | $10,062 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,382 | $106,520+39.3% | $86,645+71.3% | $106,520+39.3% |
| Participation rate | 98.4% | 71.3%+27.1pp | 71.7%+26.8pp | 71.3%+27.1pp |
| Annual return | 13.82% | 19.28%-5.5pp | 63.52%-49.7pp | 19.28%-5.5pp |
| Employer contribution / active EE | $4,721 | $2,840+66.2% | $2,496+89.1% | $2,840+66.2% |
| Participant deferral / active EE | $6,763 | $4,948+36.7% | $3,700+82.8% | $4,948+36.7% |
| Admin fee / account holder | $115 | $75+54.3% | $5,830-98.0% | $75+54.3% |