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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $490,543 |
VERUS4+ years Service code 16 · EIN 53-0181291 | Consulting | $72,724 |
AON CONSULTING4+ years Filed as: AON RISK INSURANCE SERVICES WEST Service code 22 · EIN 95-3252415 | Insurance Broker | $46,321 |
DAVIS WRIGHT TREMAINE4+ years Service code 29 · EIN 91-0839480 | Legal | $42,311 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $27,613 |
THE VANGUARD GROUP, INC.4+ 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 | $185,248 | $34,242+441.0% | $76,518+142.1% | $75,289+146.0% |
| Participation rate | 94.8% | 43.9%+50.8pp | 68.0%+26.8pp | 72.4%+22.3pp |
| Annual return | -3.28% | -0.98%-2.3pp | -0.27%-3.0pp | -0.04%-3.2pp |
| Employer contribution / active EE | $5,476 | $975+461.8% | $2,647+106.9% | $2,405+127.7% |
| Participant deferral / active EE | $9,510 | $1,872+407.9% | $3,836+147.9% | $3,739+154.4% |
| Admin fee / account holder | $131 | $112+17.3% | $4,849-97.3% | $102+28.3% |