Filed April 29, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 1100 REYNOLDS BLVD 4TH FL · WINSTON SALEM, NC 27105 | Recordkeeping | $440,739 |
FINANCIAL ENGINES1+ years Filed as: FINANCIAL ENGINES INC Service code 99 1050 ENTERPRISE WAY 3RD FL · SUNNYVALE, CA 94089 | Other Fees | $389,046 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $316,169 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $212,018 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST CO Service code 27 PO BOX 5488 · BOSTON, MA 02206 | Advisory (Plan) | $41,384 |
BKD, LLP1+ years Service code 10 910 E ST LOUIS STREET SUITE 200 · SPRINGFIELD, MO 658011190 | Accounting | $30,257 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Distribution (12b-1) fees; Finders' f... | $14,609 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $13,677 |
THE GRAPHICS SOURCE1+ years Service code 38 · EIN 75-2593481 | Participant Communication | $13,040 |
QDRO CONSULTANTS COMPANY, LLC1+ years Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $2,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,550 | $49,270+112.2% | $156,551-33.2% | $329,111-68.2% |
| Participation rate | 67.1% | 68.1%-1.0pp | 84.0%-16.9pp | 67.9%-0.7pp |
| Annual return | 80.52% | 23.25%+57.3pp | 32.23%+48.3pp | 16.35%+64.2pp |
| Employer contribution / active EE | $2,829 | $1,534+84.4% | $5,501-48.6% | $2,303+22.8% |
| Participant deferral / active EE | $4,091 | $2,920+40.1% | $4,871-16.0% | $3,682+11.1% |
| Admin fee / account holder | $148 | $51+193.2% | $13,028-98.9% | $754-80.3% |