Filed September 25, 2024 (most recent of 5 filings on file)
Total covered: 882 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $921,228 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $501,044 |
IVINS, PHILLIPS & BARKER5 years Service code 29 · EIN 52-1229560 | Legal | $142,752 |
ERNST & YOUNG LLP6 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $77,800 |
Service code 27 · EIN 95-4839031 | Advisory (Plan) | $69,084 |
STATE STREET GLOBAL ADVISORS6 years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $56,027 |
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $40,972 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $221,819 | $128,169+73.1% | $147,117+50.8% | $106,553+108.2% |
| Participation rate | 95.7% | 67.3%+28.3pp | 82.2%+13.5pp | 69.8%+25.8pp |
| Annual return | 13.79% | 17.88%-4.1pp | 420.54%-406.8pp | 17.37%-3.6pp |
| Employer contribution / active EE | $5,079 | $3,374+50.5% | $4,932+3.0% | $3,359+51.2% |
| Participant deferral / active EE | $13,208 | $7,665+72.3% | $8,065+63.8% | $5,562+137.4% |
| Admin fee / account holder | $61 | $88-30.5% | $12,993-99.5% | $80-23.2% |