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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 | $148,352 |
VERUS2+ years Service code 16 · EIN 91-1320111 | Consulting | $70,802 |
AON CONSULTING2+ years Filed as: AON RISK INSURANCE SERVICES WEST Service code 22 · EIN 95-3252415 | Insurance Broker | $45,524 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $26,301 |
DAVIS WRIGHT TREMAINE2+ years Service code 29 · EIN 91-0839480 | Legal | $24,696 |
THE VANGUARD GROUP, INC.2+ years Service code 64 | Recordkeeping Fees | $0 |
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 | $177,497 | $31,370+465.8% | $74,577+138.0% | $63,975+177.4% |
| Participation rate | 95.6% | 42.6%+53.0pp | 68.1%+27.5pp | 71.1%+24.5pp |
| Annual return | 9.49% | -105.16%+114.7pp | 20.47%-11.0pp | 48.65%-39.2pp |
| Employer contribution / active EE | $4,595 | $822+459.0% | $2,525+82.0% | $2,182+110.6% |
| Participant deferral / active EE | $8,157 | $1,560+422.8% | $3,458+135.9% | $3,356+143.0% |
| Admin fee / account holder | $62 | $77-18.9% | $4,138-98.5% | $70-11.6% |