Filed February 19, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $127,477 |
ROCATON INVESTMENT ADVISORS, LLC2+ years Service code 99 · EIN 04-3638035 | Other Fees | $66,915 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 99 · EIN 56-0747981 | Other Fees | $14,000 |
Filed as: CBIZ Service code 99 · EIN 31-1582098 | Other Fees | $12,498 |
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 | $135,066 | $90,410+49.4% | $91,004+48.4% | $77,958+73.3% |
| Participation rate | 99.4% | 86.4%+13.0pp | 75.6%+23.8pp | 71.6%+27.8pp |
| Annual return | 19.03% | 21.34%-2.3pp | 4.60%+14.4pp | 20.87%-1.8pp |
| Employer contribution / active EE | $7,970 | $3,392+135.0% | $2,456+224.6% | $2,310+245.0% |
| Participant deferral / active EE | $7,473 | $4,816+55.2% | $3,548+110.6% | $3,537+111.3% |
| Admin fee / account holder | $161 | $79+104.4% | $5,417-97.0% | $97+65.7% |