Filed March 22, 2018
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,784 |
FORVIS, LLP1 year Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $44,291 |
Service code 99 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,574 | $53,254+111.4% | $155,574-27.6% | $199,921-43.7% |
| Participation rate | 87.3% | 64.1%+23.1pp | 78.2%+9.1pp | 72.0%+15.3pp |
| Annual return | 13.46% | 41.18%-27.7pp | 64.87%-51.4pp | 34.28%-20.8pp |
| Employer contribution / active EE | $6,143 | $1,848+232.5% | $4,676+31.4% | $3,035+102.4% |
| Participant deferral / active EE | $7,649 | $3,165+141.7% | $5,629+35.9% | $5,089+50.3% |
| Admin fee / account holder | $86 | $186-53.6% | $15,914-99.5% | $269-68.0% |