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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $298,699 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $189,051 |
VERUS8+ years Service code 16 · EIN 91-1320111 | Consulting | $88,922 |
DAVIS WRIGHT TREMAINE8+ years Service code 29 · EIN 91-0839480 | Legal | $82,447 |
Filed as: WILLIS TOWERS WATSON SOUTHEAST, INC Service code 22 · EIN 62-1404453 | Insurance Broker | $48,654 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $34,006 |
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 | $192,899 | $37,418+415.5% | $77,113+150.2% | $77,906+147.6% |
| Participation rate | 91.7% | 46.9%+44.8pp | 67.9%+23.8pp | 73.7%+18.0pp |
| Annual return | -12.88% | -7.13%-5.8pp | 42.37%-55.3pp | 12.16%-25.0pp |
| Employer contribution / active EE | $5,914 | $1,200+392.9% | $2,815+110.1% | $2,846+107.8% |
| Participant deferral / active EE | $10,426 | $2,572+305.4% | $4,430+135.3% | $4,805+117.0% |
| Admin fee / account holder | $129 | $126+2.1% | $5,445-97.6% | $133-2.9% |