Filed December 28, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $95,216 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS, WRIGHT, TRAMAINE, LLP Service code 29 · EIN 91-0839480 | Legal | $66,694 |
VERUS9 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $42,047 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,572 |
SWEENEY CONRAD, P.S.10+ years Service code 10 · EIN 93-1301672 | Accounting | $21,630 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $982,650 | $106,247+824.9% | $147,096+568.0% | $77,714+1164.4% |
| Participation rate | 99.5% | 78.4%+21.1pp | 82.2%+17.3pp | 70.6%+28.9pp |
| Annual return | 15.73% | 56.87%-41.1pp | 419.75%-404.0pp | 31.26%-15.5pp |
| Employer contribution / active EE | $26,138 | $4,069+542.3% | $4,936+429.5% | $2,727+858.5% |
| Participant deferral / active EE | $28,550 | $7,996+257.1% | $8,071+253.7% | $4,649+514.1% |
| Admin fee / account holder | $528 | $338+56.0% | $13,005-95.9% | $433+21.8% |