Filed December 28, 2017
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| Provider | Service type | Compensation |
|---|---|---|
VERUS6 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $52,464 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $47,089 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,445 |
DAVIS WRIGHT TREMAINE4 years Service code 29 · EIN 91-0839480 | Legal | $36,074 |
SWEENEY CONRAD, P.S.4 years Filed as: SWEENEY CONRAD Service code 10 · EIN 93-1301672 | Accounting | $15,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $965,930 | $104,336+825.8% | $159,495+505.6% | $86,828+1012.5% |
| Participation rate | 98.9% | 77.7%+21.2pp | 82.8%+16.1pp | 72.3%+26.6pp |
| Annual return | 14.23% | 26.32%-12.1pp | 263.72%-249.5pp | 97.95%-83.7pp |
| Employer contribution / active EE | $22,200 | $3,451+543.3% | $4,831+359.5% | $2,406+822.6% |
| Participant deferral / active EE | $21,272 | $6,837+211.1% | $7,354+189.3% | $4,132+414.8% |
| Admin fee / account holder | $405 | $172+135.0% | $10,804-96.3% | $170+138.6% |