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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,011,632 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $581,189 |
MERCER6 years Service code 11 · EIN 13-2834414 | Actuarial | $97,700 |
LCG ASSOCIATES, INC.8+ years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $88,000 |
ALSTON & BIRD LLP3 years Service code 29 · EIN 58-0137615 | Legal | $70,689 |
LBMC, PC4 years Service code 10 · EIN 62-1199757 | Accounting | $24,700 |
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 | $148,358 | $138,331+7.2% | $86,717+71.1% | $89,433+65.9% |
| Participation rate | 98.6% | 88.9%+9.7pp | 76.6%+22.0pp | 71.3%+27.3pp |
| Annual return | -16.48% | -11.72%-4.8pp | 35.97%-52.5pp | -11.88%-4.6pp |
| Employer contribution / active EE | $5,709 | $4,812+18.6% | $2,837+101.2% | $3,021+89.0% |
| Participant deferral / active EE | $7,383 | $8,027-8.0% | $4,657+58.5% | $5,125+44.1% |
| Admin fee / account holder | $120 | $64+87.6% | $7,494-98.4% | $79+51.4% |