Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $515,255 |
BRYAN CAVE LLP3+ years Service code 29 · EIN 43-0602162 | Legal | $91,457 |
QDRO CONSULTANTS COMPANY, LLC3+ years Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $12,400 |
GO2 PARTNERS, INC.3+ years Service code 63 · EIN 36-4053683 | 12b-1 Fees | $9,019 |
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 | $157,927 | $127,796+23.6% | $76,768+105.7% | $73,367+115.3% |
| Participation rate | 75.7% | 88.2%-12.5pp | 77.0%-1.3pp | 69.5%+6.2pp |
| Annual return | 17.84% | -2.31%+20.2pp | 2.43%+15.4pp | 173.45%-155.6pp |
| Employer contribution / active EE | $2,999 | $3,931-23.7% | $2,485+20.7% | $2,499+20.0% |
| Participant deferral / active EE | $6,233 | $6,924-10.0% | $3,852+61.8% | $4,033+54.6% |
| Admin fee / account holder | $29 | $66-55.7% | $6,676-99.6% | $68-57.0% |