Filed April 19, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $705,998 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $402,143 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP INC. Service code 16 · EIN 23-1945930 | Consulting | $160,700 |
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $97,103 |
INFOSYS LIMITED2 years Service code 15 · EIN 58-1760235 | Recordkeeping | $33,964 |
Service code 10 · EIN 31-0800053 | Accounting | $27,250 |
MATRIX TRUST COMPANY8 years Filed as: BROADRIDGE Service code 15 · EIN 22-3844417 | Recordkeeping | $12,842 |
RUBINBROWN LLP5 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $7,700 |
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 | $156,718 | $96,393+62.6% | $76,891+103.8% | $96,393+62.6% |
| Participation rate | 97.6% | 71.3%+26.3pp | 69.6%+28.0pp | 71.3%+26.3pp |
| Annual return | 17.18% | 22.88%-5.7pp | 37.91%-20.7pp | 22.88%-5.7pp |
| Employer contribution / active EE | $4,846 | $3,239+49.6% | $2,534+91.3% | $3,239+49.6% |
| Participant deferral / active EE | $8,552 | $5,455+56.8% | $3,833+123.1% | $5,455+56.8% |
| Admin fee / account holder | $60 | $74-19.2% | $5,488-98.9% | $74-19.2% |