Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $516,871 |
BRYAN CAVE LLP2+ years Service code 29 · EIN 43-0602162 | Legal | $66,979 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $16,200 |
GO2 PARTNERS, INC.2+ years Service code 38 · EIN 36-4053683 | Participant Communication | $8,967 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $150,091 | $136,209+10.2% | $82,312+82.3% | $80,976+85.4% |
| Participation rate | 73.4% | 88.0%-14.6pp | 76.9%-3.5pp | 68.3%+5.1pp |
| Annual return | -2.51% | 21.54%-24.1pp | 25.88%-28.4pp | 22.91%-25.4pp |
| Employer contribution / active EE | $2,391 | $3,633-34.2% | $2,428-1.5% | $2,402-0.5% |
| Participant deferral / active EE | $6,657 | $6,693-0.5% | $3,706+79.6% | $3,848+73.0% |
| Admin fee / account holder | $31 | $62-49.7% | $5,608-99.4% | $67-53.6% |