Filed December 28, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $74,196 |
DAVIS WRIGHT TREMAINE6 years Service code 29 · EIN 91-0839480 | Legal | $47,509 |
VERUS8 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $40,430 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,396 |
SWEENEY CONRAD, P.S.6 years Filed as: SWEENEY CONRAD Service code 10 · EIN 93-1301672 | Accounting | $19,570 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $877,419 | $95,438+819.4% | $135,998+545.2% | $74,478+1078.1% |
| Participation rate | 99.5% | 78.2%+21.3pp | 81.9%+17.6pp | 70.7%+28.8pp |
| Annual return | 21.17% | 32.61%-11.4pp | 68.37%-47.2pp | 34.37%-13.2pp |
| Employer contribution / active EE | $25,746 | $3,878+563.9% | $4,860+429.8% | $2,637+876.4% |
| Participant deferral / active EE | $27,438 | $7,790+252.2% | $7,761+253.6% | $4,530+505.7% |
| Admin fee / account holder | $464 | $259+79.1% | $10,769-95.7% | $347+33.5% |