Filed September 22, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $120,843 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOT GROUP CPAS LLC Service code 10 5960 FAIRVIEW RD · CHARLOTTE, NC 28210 | Accounting | $21,000 |
POYNER & SPRUILL LLP1 year Filed as: POYNER SPRUILL LLP Service code 29 PO BOX 746773 · ATLANTA, GA 30374 | Legal | $8,619 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,245 | $78,781-29.9% | $100,516-45.0% | $73,409-24.7% |
| Participation rate | 93.2% | 80.0%+13.1pp | 79.4%+13.8pp | 72.2%+21.0pp |
| Annual return | 14.46% | 31.69%-17.2pp | 30.89%-16.4pp | 59.29%-44.8pp |
| Employer contribution / active EE | $4,468 | $2,420+84.7% | $3,418+30.7% | $2,234+100.0% |
| Participant deferral / active EE | $4,471 | $6,537-31.6% | $6,270-28.7% | $3,805+17.5% |
| Admin fee / account holder | $191 | $145+31.2% | $8,081-97.6% | $158+20.8% |