Filed October 13, 2017 (most recent of 2 filings on file)
Total covered: 187 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,090,820 |
LCG ASSOCIATES, INC.2+ years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $80,000 |
LATTIMORE BLACK MORGAN AND CAIN2+ years Service code 10 · EIN 62-1199757 | Accounting | $23,700 |
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 | $120,672 | $126,925-4.9% | $74,184+62.7% | $329,111-63.3% |
| Participation rate | 99.5% | 87.5%+11.9pp | 76.6%+22.8pp | 67.9%+31.6pp |
| Annual return | 7.03% | 10.67%-3.6pp | 17.74%-10.7pp | 16.35%-9.3pp |
| Employer contribution / active EE | $5,206 | $3,536+47.2% | $2,370+119.6% | $2,303+126.0% |
| Participant deferral / active EE | $5,638 | $6,619-14.8% | $3,550+58.8% | $3,682+53.1% |
| Admin fee / account holder | $98 | $64+53.8% | $5,586-98.3% | $754-87.0% |