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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $529,175 |
VERUS5+ years Service code 16 · EIN 91-1320111 | Consulting | $72,192 |
AON CONSULTING5+ years Filed as: AON RISK INSURANCE SERVICES WEST Service code 22 · EIN 95-3252415 | Insurance Broker | $49,063 |
DAVIS WRIGHT TREMAINE5+ years Service code 29 · EIN 91-0839480 | Legal | $40,061 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $24,820 |
THE VANGUARD GROUP, INC.5+ 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 | $210,170 | $41,617+405.0% | $84,646+148.3% | $77,775+170.2% |
| Participation rate | 94.5% | 45.0%+49.5pp | 68.2%+26.2pp | 73.2%+21.3pp |
| Annual return | 19.57% | 24.97%-5.4pp | 258.85%-239.3pp | 32.58%-13.0pp |
| Employer contribution / active EE | $5,742 | $1,061+441.2% | $2,654+116.4% | $2,504+129.3% |
| Participant deferral / active EE | $9,886 | $2,129+364.4% | $3,901+153.4% | $3,966+149.3% |
| Admin fee / account holder | $136 | $121+12.6% | $4,915-97.2% | $100+36.2% |