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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $841,306 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $557,538 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON LLC Service code 27 · EIN 53-0181291 | Advisory (Plan) | $104,500 |
Filed as: WILLIS TOWERS WATSON INV SVCS INC Service code 27 · EIN 52-1868818 | Advisory (Plan) | $99,953 |
BRICKER GRAYDON LLP3 years Service code 29 · EIN 31-4359739 | Legal | $97,052 |
BATTELLE MEMORIAL INSTITUTE10+ years Service code 14 · EIN 31-4379427 | Plan Administrator | $94,450 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $63,945 |
MEADEN & MOORE, LTD.3 years Filed as: MEADEN & MOORE Service code 27 · EIN 34-1818258 | Advisory (Plan) | $61,999 |
Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 27 · EIN 52-1868818 | Advisory (Plan) | $20,393 |
ANTONIO CAXIDE1 year Service code 17 109 SEA MARSH ROAD · FERNANDINA BEACH, FL 32034 | Pension Consulting | $9,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,713 | $102,364+147.9% | $152,301+66.6% | $102,364+147.9% |
| Participation rate | 97.4% | 82.9%+14.5pp | 82.4%+14.9pp | 82.9%+14.5pp |
| Annual return | 13.06% | 13.75%-0.7pp | 80.50%-67.4pp | 13.75%-0.7pp |
| Employer contribution / active EE | $5,874 | $3,994+47.1% | $4,624+27.0% | $3,994+47.1% |
| Participant deferral / active EE | $13,078 | $5,690+129.8% | $8,004+63.4% | $5,690+129.8% |
| Admin fee / account holder | $144 | $214-32.6% | $14,398-99.0% | $214-32.6% |