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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $332,069 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $55,484 |
PENSION ASSURANCE LLP1 year Filed as: PENSION ASSURANCE, LLP Service code 99 · EIN 30-0840934 | Other Fees | $32,500 |
Filed as: MASS MUTUAL Service code 28 · EIN 04-1590850 | Investment Management | $28,448 |
VINSON & ELKINS LLP1 year Filed as: VINSON & ELKINS, LLP Service code 29 · EIN 74-1183015 | Legal | $28,326 |
PACIFIC LIFE INSURANCE2+ years Service code 67 · EIN 95-1079000 | Other insurance wrap fees | $25,489 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING LLC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $22,773 |
Filed as: VOYA Service code 28 · EIN 06-1440627 | Investment Management | $15,288 |
Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $11,539 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $10,820 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,426 | $57,255+44.0% | $83,831-1.7% | $68,904+19.6% |
| Participation rate | 97.2% | 86.2%+11.0pp | 76.1%+21.0pp | 74.1%+23.1pp |
| Annual return | -4.02% | -0.34%-3.7pp | 850.99%-855.0pp | 1.07%-5.1pp |
| Employer contribution / active EE | $2,660 | $3,341-20.4% | $3,631-26.7% | $2,540+4.7% |
| Participant deferral / active EE | $6,259 | $3,207+95.2% | $4,082+53.3% | $4,015+55.9% |
| Admin fee / account holder | $69 | $103-33.6% | $5,479-98.7% | $71-3.7% |