Filed October 13, 2017 (most recent of 2 filings on file)
Total covered: 187 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,830,637 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $100,300 |
LCG ASSOCIATES, INC.4+ years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $80,000 |
Filed as: LATTIMORE, BLACK, MORGAN AND CAIN Service code 10 · EIN 62-1199757 | Accounting | $25,100 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 16 · EIN 82-1061233 | Consulting | $12,000 |
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 | $134,234 | $127,796+5.0% | $76,768+74.9% | $73,367+83.0% |
| Participation rate | 99.1% | 88.2%+10.9pp | 77.0%+22.1pp | 69.5%+29.6pp |
| Annual return | -5.48% | -2.31%-3.2pp | 2.43%-7.9pp | 173.45%-178.9pp |
| Employer contribution / active EE | $5,356 | $3,931+36.3% | $2,485+115.5% | $2,499+114.3% |
| Participant deferral / active EE | $6,175 | $6,924-10.8% | $3,852+60.3% | $4,033+53.1% |
| Admin fee / account holder | $131 | $66+98.0% | $6,676-98.0% | $68+92.3% |