Filed September 25, 2024 (most recent of 5 filings on file)
Total covered: 882 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,174,923 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $471,180 |
IVINS, PHILLIPS & BARKER1 year Filed as: IVINS PHILLIPS & BARKER Service code 29 · EIN 52-1229560 | Legal | $133,898 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $71,000 |
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-0181291 | Consulting | $59,908 |
Service code 27 · EIN 95-4839031 | Advisory (Plan) | $57,739 |
STATE STREET GLOBAL ADVISORS5 years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $47,669 |
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 | $201,412 | $106,994+88.2% | $135,998+48.1% | $96,393+108.9% |
| Participation rate | 96.3% | 72.5%+23.7pp | 81.9%+14.4pp | 71.3%+25.0pp |
| Annual return | 16.59% | 26.64%-10.1pp | 68.37%-51.8pp | 22.88%-6.3pp |
| Employer contribution / active EE | $5,088 | $3,391+50.1% | $4,860+4.7% | $3,239+57.1% |
| Participant deferral / active EE | $12,729 | $7,968+59.8% | $7,761+64.0% | $5,455+133.4% |
| Admin fee / account holder | $68 | $79-13.7% | $10,769-99.4% | $74-7.6% |