Filed December 28, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,870 |
VERUS3 years Service code 29 · EIN 91-1320111 | Legal | $39,310 |
DAVIS WRIGHT TREMAINE1 year Service code 29 · EIN 91-0839480 | Legal | $18,165 |
SWEENEY CONRAD, P.S.1 year Filed as: SWEENEY CONRAD Service code 10 · EIN 91-1301672 | Accounting | $14,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $609,196 | $75,388+708.1% | $123,553+393.1% | $55,727+993.2% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.3%+17.1pp | 70.9%+28.6pp |
| Annual return | 4.86% | 4.48%+0.4pp | 119.21%-114.3pp | 244.94%-240.1pp |
| Employer contribution / active EE | $20,440 | $3,063+567.3% | $4,628+341.7% | $2,078+883.5% |
| Participant deferral / active EE | $16,013 | $5,651+183.4% | $6,426+149.2% | $3,356+377.2% |
| Admin fee / account holder | $314 | $120+162.5% | $9,284-96.6% | $115+172.9% |