Filed February 19, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $243,826 |
ROCATON INVESTMENT ADVISORS, LLC4+ years Service code 27 · EIN 04-3638035 | Advisory (Plan) | $123,978 |
BKD, LLP3 years Filed as: DIXON HUGHES GOODMAN LLP Service code 99 · EIN 56-0747981 | Other Fees | $25,010 |
Filed as: CBIZ Service code 99 · EIN 31-1582098 | Other Fees | $12,492 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $152,696 | $96,403+58.4% | $93,621+63.1% | $77,775+96.3% |
| Participation rate | 99.5% | 87.6%+11.9pp | 75.8%+23.7pp | 73.2%+26.3pp |
| Annual return | 23.09% | 39.36%-16.3pp | 32.76%-9.7pp | 32.58%-9.5pp |
| Employer contribution / active EE | $8,440 | $3,616+133.4% | $2,719+210.4% | $2,504+237.1% |
| Participant deferral / active EE | $8,372 | $5,341+56.8% | $4,070+105.7% | $3,966+111.1% |
| Admin fee / account holder | $256 | $90+186.0% | $7,890-96.8% | $100+155.8% |