Filed December 28, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $66,752 |
VERUS4 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $43,812 |
SWEENEY CONRAD, P.S.2 years Filed as: SWEENEY CONRAD Service code 10 · EIN 93-1301672 | Accounting | $14,500 |
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 | $727,049 | $88,122+725.1% | $141,200+414.9% | $67,584+975.8% |
| Participation rate | 98.9% | 76.5%+22.4pp | 82.5%+16.4pp | 71.3%+27.6pp |
| Annual return | 25.23% | 75.40%-50.2pp | 71.41%-46.2pp | 378.59%-353.4pp |
| Employer contribution / active EE | $21,111 | $3,224+554.7% | $4,736+345.7% | $2,148+882.9% |
| Participant deferral / active EE | $16,553 | $5,958+177.8% | $6,710+146.7% | $3,540+367.7% |
| Admin fee / account holder | $307 | $131+134.3% | $10,265-97.0% | $142+115.5% |