Filed February 3, 2021
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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) | $1,090,256 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $801,028 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $90,000 |
MAYER HOFFMAN MCCANN P.C.8+ years Service code 10 · EIN 43-1947695 | Accounting | $52,426 |
MERCER7 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $14,207 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,853 | $90,672+37.7% | $125,391-0.4% | $89,433+39.6% |
| Participation rate | 97.8% | 72.3%+25.5pp | 82.4%+15.4pp | 71.3%+26.5pp |
| Annual return | -16.86% | -6.42%-10.4pp | 572.41%-589.3pp | -11.88%-5.0pp |
| Employer contribution / active EE | $4,023 | $3,032+32.7% | $4,816-16.5% | $3,021+33.2% |
| Participant deferral / active EE | $11,809 | $7,210+63.8% | $7,448+58.5% | $5,125+130.4% |
| Admin fee / account holder | $123 | $69+78.1% | $10,009-98.8% | $79+54.8% |