Filed October 17, 2019 (most recent of 5 filings on file)
Total covered: 105 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $278,849 |
AON CONSULTING1+ years Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $74,900 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $55,452 |
BENNETT THRASHER LLP1+ years Filed as: BENNETT THRASHER Service code 10 · EIN 58-1673613 | Accounting | $28,612 |
SEYFARTH SHAW LLP1+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $14,724 |
CHARLES SCHWAB & CO., INC.1+ years Service code 99 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,630 | $2,703,213-91.5% | $165,100+39.7% | $200,096+15.3% |
| Participation rate | 95.1% | 78.4%+16.6pp | 78.6%+16.4pp | 72.0%+23.1pp |
| Annual return | 13.59% | 17.97%-4.4pp | 70.21%-56.6pp | 34.26%-20.7pp |
| Employer contribution / active EE | $4,231 | $2,973+42.3% | $4,348-2.7% | $3,038+39.3% |
| Participant deferral / active EE | $9,635 | $5,021+91.9% | $6,035+59.6% | $5,090+89.3% |
| Admin fee / account holder | $83 | $1,999-95.8% | $12,696-99.3% | $269-69.1% |