Filed April 4, 2018 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $643,883 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $121,473 |
CROWE LLP3 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $50,704 |
GRAYDON HEAD & RITCHEY4+ years Service code 29 · EIN 31-0565234 | Legal | $38,028 |
BATTELLE MEMORIAL INSTITUTE4+ years Service code 14 · EIN 31-4379427 | Plan Administrator | $28,604 |
MERCER3 years Service code 16 · EIN 13-2834414 | Consulting | $20,270 |
Filed as: QDRO CONSULTANTS COMPANY Service code 29 · EIN 34-1820650 | Legal | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $196,536 | $95,048+106.8% | $141,197+39.2% | $82,204+139.1% |
| Participation rate | 97.7% | 73.7%+23.9pp | 82.5%+15.2pp | 73.4%+24.3pp |
| Annual return | 6.31% | 26.89%-20.6pp | 71.41%-65.1pp | 26.31%-20.0pp |
| Employer contribution / active EE | $4,361 | $2,921+49.3% | $4,736-7.9% | $2,707+61.1% |
| Participant deferral / active EE | $10,215 | $5,907+72.9% | $6,710+52.2% | $4,246+140.6% |
| Admin fee / account holder | $81 | $78+3.6% | $10,265-99.2% | $76+6.5% |