Filed October 13, 2017 (most recent of 2 filings on file)
Total covered: 187 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $1,096,835 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $866,468 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $444,487 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 26 · EIN 04-3516284 | Advisory (Participants) | $372,053 |
ALSTON & BIRD LLP4 years Service code 29 · EIN 58-0137615 | Legal | $193,468 |
MERCER7 years Service code 11 · EIN 30-0282430 | Actuarial | $102,000 |
LCG ASSOCIATES, INC.9+ years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $84,000 |
EIGHT ELEVEN GROUP1 year Service code 16 · EIN 35-2107150 | Consulting | $37,319 |
LBMC, PC5 years Service code 10 · EIN 62-1199757 | Accounting | $24,800 |
THE VANGUARD GROUP, INC.9+ years Service code 99 | Other Fees | $0 |
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 | $180,494 | $161,802+11.6% | $96,564+86.9% | $96,393+87.2% |
| Participation rate | 99.6% | 92.5%+7.2pp | 76.0%+23.6pp | 71.3%+28.3pp |
| Annual return | 17.83% | 18.41%-0.6pp | 25.89%-8.1pp | 22.88%-5.0pp |
| Employer contribution / active EE | $9,827 | $5,381+82.6% | $2,967+231.2% | $3,239+203.4% |
| Participant deferral / active EE | $8,038 | $8,927-10.0% | $4,852+65.7% | $5,455+47.4% |
| Admin fee / account holder | $143 | $61+134.9% | $8,256-98.3% | $74+93.6% |