Filed April 23, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $138,269 |
NEOSHO ADVISORS LLC1+ years Service code 27 · EIN 26-4141994 | Advisory (Plan) | $21,550 |
WITHUMSMITH+BROWN, PC1+ years Filed as: SPENCER FANE BRITT & BROWN LLP Service code 29 · EIN 44-0561198 | Legal | $13,079 |
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 | $155,286 | $34,495+350.2% | $78,675+97.4% | $63,975+142.7% |
| Participation rate | 87.7% | 60.8%+26.9pp | 73.6%+14.1pp | 71.1%+16.6pp |
| Annual return | 0.34% | 11.62%-11.3pp | 62.19%-61.8pp | 48.65%-48.3pp |
| Employer contribution / active EE | $11,676 | $1,398+735.2% | $2,850+309.7% | $2,182+435.2% |
| Participant deferral / active EE | $812 | $2,100-61.4% | $3,517-76.9% | $3,356-75.8% |
| Admin fee / account holder | $133 | $68+95.8% | $4,510-97.0% | $70+89.0% |