Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $550,972 |
BRYAN CAVE LLP1 year Filed as: BRYAN CAVE LEIGHTON PAISER LLP Service code 29 · EIN 43-0602162 | Legal | $44,112 |
QDRO CONSULTANTS COMPANY, LLC4+ years Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $11,200 |
GO2 PARTNERS, INC.4+ years Service code 63 · EIN 43-4053683 | 12b-1 Fees | $8,223 |
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 | $155,666 | $143,368+8.6% | $87,102+78.7% | $89,609+73.7% |
| Participation rate | 73.4% | 88.2%-14.9pp | 76.9%-3.5pp | 69.6%+3.8pp |
| Annual return | 1.38% | 28.55%-27.2pp | 28.19%-26.8pp | 33.65%-32.3pp |
| Employer contribution / active EE | $2,806 | $4,012-30.1% | $2,521+11.3% | $2,584+8.6% |
| Participant deferral / active EE | $7,017 | $7,129-1.6% | $4,048+73.3% | $4,222+66.2% |
| Admin fee / account holder | $28 | $61-53.4% | $7,493-99.6% | $72-60.4% |