Filed April 4, 2018 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $942,393 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $92,168 |
BATTELLE MEMORIAL INSTITUTE6+ years Service code 14 · EIN 31-4379427 | Plan Administrator | $89,976 |
GRAYDON HEAD & RITCHEY6+ years Service code 29 · EIN 31-0565234 | Legal | $53,423 |
CROWE LLP2 years Service code 27 · EIN 35-0921680 | Advisory (Plan) | $41,949 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,404 | $114,241+110.4% | $159,436+50.8% | $101,517+136.8% |
| Participation rate | 98.2% | 71.7%+26.5pp | 82.8%+15.4pp | 74.6%+23.7pp |
| Annual return | 29.10% | 22.81%+6.3pp | 263.57%-234.5pp | 21.00%+8.1pp |
| Employer contribution / active EE | $5,174 | $3,214+61.0% | $4,829+7.1% | $2,973+74.0% |
| Participant deferral / active EE | $10,969 | $6,307+73.9% | $7,352+49.2% | $4,873+125.1% |
| Admin fee / account holder | $101 | $81+24.6% | $10,799-99.1% | $139-27.9% |