Filed April 4, 2018 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $639,360 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $101,935 |
BATTELLE MEMORIAL INSTITUTE3+ years Service code 14 · EIN 31-4379427 | Plan Administrator | $74,605 |
GRAYDON HEAD & RITCHEY3+ years Service code 29 · EIN 31-0565234 | Legal | $35,911 |
JELLYVISION LAB, INC.1 year Filed as: JELLYVISION Service code 99 · EIN 36-4442819 | Other Fees | $28,394 |
CROWE LLP2 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $28,244 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $27,347 |
Filed as: QDRO CONSULTANTS COMPANY Service code 27 · EIN 34-1820650 | Advisory (Plan) | $19,745 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $192,011 | $83,812+129.1% | $123,553+55.4% | $68,904+178.7% |
| Participation rate | 97.5% | 77.0%+20.5pp | 82.3%+15.2pp | 74.1%+23.4pp |
| Annual return | 9.50% | 0.60%+8.9pp | 119.21%-109.7pp | 1.07%+8.4pp |
| Employer contribution / active EE | $4,911 | $2,924+67.9% | $4,628+6.1% | $2,540+93.3% |
| Participant deferral / active EE | $11,000 | $5,609+96.1% | $6,426+71.2% | $4,015+173.9% |
| Admin fee / account holder | $86 | $65+32.8% | $9,284-99.1% | $71+20.9% |