Filed February 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS Service code 26 · EIN 23-2811930 | Advisory (Participants) | $559,614 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $492,832 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $95,130 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $67,671 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $60,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $29,855 |
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 | $150,186 | $106,994+40.4% | $135,982+10.4% | $96,393+55.8% |
| Participation rate | 96.0% | 72.5%+23.5pp | 81.9%+14.1pp | 71.3%+24.8pp |
| Annual return | 19.45% | 26.64%-7.2pp | 68.32%-48.9pp | 22.88%-3.4pp |
| Employer contribution / active EE | $4,241 | $3,391+25.1% | $4,859-12.7% | $3,239+31.0% |
| Participant deferral / active EE | $12,468 | $7,968+56.5% | $7,760+60.7% | $5,455+128.6% |
| Admin fee / account holder | $80 | $79+1.8% | $10,767-99.3% | $74+8.9% |