Filed December 28, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $70,627 |
VERUS5 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $59,336 |
DAVIS WRIGHT TREMAINE3 years Service code 29 · EIN 91-0839480 | Legal | $27,759 |
SWEENEY CONRAD, P.S.3 years Filed as: SWEENEY CONRAD Service code 10 · EIN 93-1301672 | Accounting | $15,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $869,884 | $100,801+763.0% | $149,751+480.9% | $73,415+1084.9% |
| Participation rate | 99.1% | 77.7%+21.5pp | 82.5%+16.7pp | 72.2%+27.0pp |
| Annual return | 17.20% | 265.34%-248.1pp | 276.71%-259.5pp | 59.30%-42.1pp |
| Employer contribution / active EE | $21,872 | $3,312+560.5% | $4,646+370.8% | $2,234+879.1% |
| Participant deferral / active EE | $17,880 | $6,404+179.2% | $6,843+161.3% | $3,806+369.8% |
| Admin fee / account holder | $401 | $181+121.7% | $9,312-95.7% | $158+153.9% |