Filed December 28, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $56,247 |
VERUS7 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $39,000 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,520 |
DAVIS WRIGHT TREMAINE5 years Service code 29 · EIN 91-0839480 | Legal | $24,235 |
SWEENEY CONRAD, P.S.5 years Filed as: SWEENEY CONRAD Service code 10 · EIN 93-1301672 | Accounting | $17,000 |
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 | $755,573 | $82,188+819.3% | $125,401+502.5% | $64,829+1065.5% |
| Participation rate | 99.2% | 77.9%+21.3pp | 82.4%+16.8pp | 71.5%+27.7pp |
| Annual return | -15.90% | 3.50%-19.4pp | 572.53%-588.4pp | 32.85%-48.7pp |
| Employer contribution / active EE | $23,712 | $3,617+555.5% | $4,816+392.4% | $2,507+845.8% |
| Participant deferral / active EE | $23,859 | $7,177+232.4% | $7,448+220.3% | $4,312+453.4% |
| Admin fee / account holder | $344 | $163+110.9% | $10,008-96.6% | $188+83.2% |