Filed September 25, 2024
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $590,559 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $211,639 |
IVINS, PHILLIPS & BARKER3 years Service code 29 · EIN 52-1229560 | Legal | $132,485 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $78,576 |
Service code 27 · EIN 95-4839031 | Advisory (Plan) | $37,577 |
STATE STREET GLOBAL ADVISORS4 years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $31,644 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 16 · EIN 56-0747981 | Consulting | $31,500 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $29,000 |
FORVIS, LLP1 year Service code 16 · EIN 44-0160260 | Consulting | $13,125 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,836 | $90,672+2.4% | $125,401-26.0% | $89,433+3.8% |
| Participation rate | 95.5% | 72.3%+23.2pp | 82.4%+13.2pp | 71.3%+24.3pp |
| Annual return | -14.43% | -6.42%-8.0pp | 572.53%-587.0pp | -11.88%-2.5pp |
| Employer contribution / active EE | $4,346 | $3,032+43.3% | $4,816-9.8% | $3,021+43.9% |
| Participant deferral / active EE | $9,418 | $7,210+30.6% | $7,448+26.4% | $5,125+83.8% |
| Admin fee / account holder | $58 | $69-16.1% | $10,008-99.4% | $79-27.1% |