Filed August 29, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $570,208 |
BRYAN CAVE LLP2 years Filed as: BRYAN CAVE LEIGHTON PAISER LLP Service code 29 · EIN 43-0602162 | Legal | $56,486 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $29,686 |
GO2 PARTNERS, INC.5+ years Service code 38 · EIN 43-4053683 | Participant Communication | $9,586 |
QDRO CONSULTANTS COMPANY, LLC5+ years Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $7,800 |
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 | $172,585 | $164,350+5.0% | $95,968+79.8% | $106,273+62.4% |
| Participation rate | 72.1% | 90.5%-18.4pp | 77.1%-5.0pp | 70.8%+1.3pp |
| Annual return | 11.66% | 14.56%-2.9pp | 91.65%-80.0pp | 21.70%-10.0pp |
| Employer contribution / active EE | $2,974 | $4,292-30.7% | $2,542+17.0% | $2,722+9.2% |
| Participant deferral / active EE | $7,411 | $7,854-5.6% | $4,167+77.9% | $4,601+61.1% |
| Admin fee / account holder | $33 | $65-49.5% | $6,798-99.5% | $78-57.8% |