Filed October 13, 2017 (most recent of 2 filings on file)
Total covered: 187 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,632,482 |
Filed as: ABERDEEN EMERGING MARKET EQUITY CIT Service code 99 · EIN 30-6526680 | Other Fees | $94,045 |
LCG ASSOCIATES, INC.3+ years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $80,000 |
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $35,100 |
Filed as: LATTIMORE, BLACK, MORGAN AND CAIN Service code 10 · EIN 62-1199757 | Accounting | $24,400 |
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 | $141,509 | $136,209+3.9% | $82,312+71.9% | $80,976+74.8% |
| Participation rate | 99.5% | 88.0%+11.4pp | 76.9%+22.6pp | 68.3%+31.2pp |
| Annual return | 16.44% | 21.54%-5.1pp | 25.88%-9.4pp | 22.91%-6.5pp |
| Employer contribution / active EE | $5,261 | $3,633+44.8% | $2,428+116.7% | $2,402+119.0% |
| Participant deferral / active EE | $5,851 | $6,693-12.6% | $3,706+57.9% | $3,848+52.0% |
| Admin fee / account holder | $126 | $62+103.0% | $5,608-97.7% | $67+87.1% |