Filed October 13, 2017 (most recent of 2 filings on file)
Total covered: 187 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,926,474 |
LCG ASSOCIATES, INC.1+ years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $80,000 |
LATTIMORE BLACK MORGAN AND CAIN1+ years Service code 10 · EIN 62-1199757 | Accounting | $22,800 |
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 | $116,955 | $111,064+5.3% | $67,652+72.9% | $69,651+67.9% |
| Participation rate | 99.5% | 86.0%+13.5pp | 75.7%+23.8pp | 66.6%+32.9pp |
| Annual return | -0.62% | 2.77%-3.4pp | 6625.40%-6626.0pp | 53.77%-54.4pp |
| Employer contribution / active EE | $5,162 | $3,328+55.1% | $2,266+127.9% | $2,241+130.4% |
| Participant deferral / active EE | $5,480 | $6,396-14.3% | $3,560+53.9% | $3,635+50.7% |
| Admin fee / account holder | $98 | $72+36.3% | $4,821-98.0% | $63+54.9% |