Filed October 13, 2017 (most recent of 2 filings on file)
Total covered: 187 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,145,767 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $803,434 |
MERCER5 years Service code 11 · EIN 13-2834414 | Actuarial | $158,700 |
LCG ASSOCIATES, INC.7+ years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $88,000 |
ALSTON & BIRD LLP2 years Service code 29 · EIN 58-0137615 | Legal | $61,404 |
LBMC, PC1 year Filed as: LBMC PC Service code 10 · EIN 62-1199757 | Accounting | $22,800 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE CONSULTING LLP Service code 16 · EIN 06-1454513 | Consulting | $10,578 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $181,664 | $171,796+5.7% | $111,319+63.2% | $106,520+70.5% |
| Participation rate | 98.9% | 88.6%+10.3pp | 77.3%+21.5pp | 71.3%+27.6pp |
| Annual return | 13.01% | 18.62%-5.6pp | 54.68%-41.7pp | 19.28%-6.3pp |
| Employer contribution / active EE | $5,174 | $4,687+10.4% | $2,732+89.4% | $2,840+82.1% |
| Participant deferral / active EE | $6,818 | $7,845-13.1% | $4,488+51.9% | $4,948+37.8% |
| Admin fee / account holder | $142 | $69+104.9% | $7,966-98.2% | $75+90.8% |