Filed April 29, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 21-1945930 100 VANGUARD BOULEVARD V26 · MALVERN, PA 19355 | Recordkeeping | $141,275 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $66,143 |
THE GRAPHICS SOURCE1+ years Service code 38 · EIN 75-2593481 2122 PLATT SPRINGS RD · WEST COLUMBIA, SC 29169 | Participant Communication | $10,191 |
BKD, LLP1+ years Service code 10 910 E ST LOUIS STREET SUITE 200 · SPRINGFIELD, MO 658011190 | Accounting | $7,199 |
QDRO CONSULTANTS COMPANY, LLC1+ years Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,646 | $49,270-37.8% | $156,551-80.4% | $329,111-90.7% |
| Participation rate | 96.6% | 68.1%+28.4pp | 84.0%+12.6pp | 67.9%+28.7pp |
| Annual return | 7.14% | 23.25%-16.1pp | 32.23%-25.1pp | 16.35%-9.2pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $1,810 | $2,920-38.0% | $4,871-62.8% | $3,682-50.8% |
| Admin fee / account holder | $24 | $51-51.9% | $13,028-99.8% | $754-96.8% |