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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $402,319 |
DAVIS WRIGHT TREMAINE10+ years Service code 29 · EIN 91-0839480 | Legal | $121,199 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $115,605 |
VERUS10+ years Service code 16 · EIN 91-1320111 | Consulting | $73,836 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON SOUTHEAST, INC Service code 22 · EIN 62-1404453 | Insurance Broker | $47,921 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER KAPLAN Service code 10 · EIN 95-2036255 | Accounting | $25,023 |
Service code 99 | Other Fees | $0 |
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 | $236,984 | $44,898+427.8% | $85,126+178.4% | $199,921+18.5% |
| Participation rate | 89.8% | 45.7%+44.1pp | 67.5%+22.3pp | 72.0%+17.8pp |
| Annual return | 12.06% | 20.98%-8.9pp | 66.63%-54.6pp | 34.28%-22.2pp |
| Employer contribution / active EE | $7,701 | $1,367+463.2% | $2,731+182.0% | $3,035+153.7% |
| Participant deferral / active EE | $12,893 | $2,670+382.9% | $4,523+185.0% | $5,089+153.4% |
| Admin fee / account holder | $140 | $585-76.2% | $6,160-97.7% | $269-48.1% |