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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $320,301 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $306,418 |
Filed as: WILLIS TOWERS WATSON Service code 22 · EIN 62-1404453 | Insurance Broker | $158,485 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS WRIGHT TREMAINE LLP Service code 29 · EIN 91-0839480 | Legal | $104,207 |
VERUS7+ years Service code 16 · EIN 91-1320111 | Consulting | $93,752 |
MOSS ADAMS LLP7+ years Service code 10 · EIN 91-0189318 | Accounting | $27,655 |
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 | $238,764 | $45,719+422.2% | $96,188+148.2% | $93,010+156.7% |
| Participation rate | 93.2% | 45.8%+47.4pp | 68.4%+24.8pp | 73.9%+19.3pp |
| Annual return | 14.67% | 3211.95%-3197.3pp | 192.12%-177.5pp | 158.70%-144.0pp |
| Employer contribution / active EE | $5,746 | $1,139+404.6% | $2,800+105.2% | $2,705+112.4% |
| Participant deferral / active EE | $10,461 | $2,344+346.2% | $4,350+140.5% | $4,561+129.4% |
| Admin fee / account holder | $174 | $128+35.7% | $5,538-96.9% | $152+14.6% |