Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $623,259 |
BRYAN CAVE LLP1+ years Service code 29 · EIN 43-0602162 | Legal | $42,501 |
DAVIS POLK & WARDWELL LLP1+ years Service code 29 · EIN 13-5023295 | Legal | $21,050 |
GO2 PARTNERS, INC.1+ years Service code 36 · EIN 36-4053683 | Copying and duplicating | $7,847 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $7,800 |
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 | $131,917 | $126,925+3.9% | $74,184+77.8% | $329,111-59.9% |
| Participation rate | 76.9% | 87.5%-10.6pp | 76.6%+0.3pp | 67.9%+9.0pp |
| Annual return | 14.72% | 10.67%+4.1pp | 17.74%-3.0pp | 16.35%-1.6pp |
| Employer contribution / active EE | $1,838 | $3,536-48.0% | $2,370-22.5% | $2,303-20.2% |
| Participant deferral / active EE | $6,390 | $6,619-3.5% | $3,550+80.0% | $3,682+73.6% |
| Admin fee / account holder | $30 | $64-53.2% | $5,586-99.5% | $754-96.1% |