Filed September 22, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $127,238 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 50 21875 NETWORK PLACE · CHICAGO, IL 60673 | Direct Payment | $33,225 |
ELLIOTT DAVIS, LLC4 years Filed as: ELLIOT GROUP CPAS LLC Service code 10 5960 FAIRVIEW RD · CHARLOTTE, NC 28210 | Accounting | $18,750 |
MERCER1 year Filed as: MERCER. Service code 50 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Direct Payment | $17,397 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,945 | $89,282-48.5% | $94,679-51.5% | $74,440-38.3% |
| Participation rate | 99.1% | 82.4%+16.6pp | 80.8%+18.2pp | 70.7%+28.3pp |
| Annual return | 16.75% | 25.96%-9.2pp | 156.75%-140.0pp | 34.37%-17.6pp |
| Employer contribution / active EE | $5,117 | $3,022+69.3% | $3,673+39.3% | $2,638+94.0% |
| Participant deferral / active EE | $4,948 | $8,425-41.3% | $7,417-33.3% | $4,529+9.3% |
| Admin fee / account holder | $170 | $219-22.4% | $7,233-97.7% | $348-51.2% |