Filed April 19, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,029,474 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $864,575 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 16 · EIN 23-1945930 | Consulting | $135,150 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $94,275 |
Service code 10 · EIN 31-0800053 | Accounting | $25,000 |
INFOSYS LIMITED1 year Service code 15 · EIN 58-1760235 | Recordkeeping | $17,000 |
MATRIX TRUST COMPANY7 years Filed as: BROADRIDGE Service code 15 · EIN 22-3844417 | Recordkeeping | $12,933 |
RUBINBROWN LLP4 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $7,000 |
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 | $138,624 | $89,433+55.0% | $69,888+98.4% | $89,433+55.0% |
| Participation rate | 98.1% | 71.3%+26.8pp | 70.5%+27.6pp | 71.3%+26.8pp |
| Annual return | -15.02% | -11.88%-3.1pp | 190.87%-205.9pp | -11.88%-3.1pp |
| Employer contribution / active EE | $4,380 | $3,021+45.0% | $2,560+71.1% | $3,021+45.0% |
| Participant deferral / active EE | $7,917 | $5,125+54.5% | $3,849+105.7% | $5,125+54.5% |
| Admin fee / account holder | $85 | $79+6.5% | $6,267-98.7% | $79+6.5% |