Filed January 12, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,245,821 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $791,152 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA, INC. Service code 51 · EIN 36-3109431 | Investment Mgmt Fees | $110,252 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $79,887 |
ALIGHT SOLUTIONS LLC3 years Service code 16 · EIN 82-1061233 | Consulting | $6,000 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $300 |
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 | $151,521 | $138,331+9.5% | $86,677+74.8% | $89,394+69.5% |
| Participation rate | 97.6% | 88.9%+8.7pp | 76.6%+21.0pp | 71.3%+26.3pp |
| Annual return | -15.57% | -11.72%-3.9pp | 35.91%-51.5pp | -11.89%-3.7pp |
| Employer contribution / active EE | $5,703 | $4,812+18.5% | $2,836+101.1% | $3,022+88.7% |
| Participant deferral / active EE | $9,025 | $8,027+12.4% | $4,656+93.9% | $5,123+76.2% |
| Admin fee / account holder | $92 | $64+43.1% | $7,493-98.8% | $79+15.5% |