Filed April 23, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GEHA, INC.1 year Service code 99 · EIN 44-0561981 | Other Fees | $147,090 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $72,845 |
SPENCER FANE LLP4 years Service code 29 · EIN 44-0561981 | Legal | $24,983 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $109,872-100.0% | $98,483-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 10.20% | 1959.31%-1949.1pp | 1494.38%-1484.2pp | 478.82%-468.6pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |