Plan Snapshot
- Plan Sponsor: Press Ganey Associates LLC
- Sponsor EIN: 351646289
- Sponsor Address: 1173 IGNITION PARK, SOUTH BEND, IN, 46601
- Plan Type: 401(k)
- Total Participants: 2,040
- Total Assets: $238.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,040 | $238.7M | $6.7M | $16.7M |
| 2023 | 2,001 | $205.4M | $767,587 | $15.6M |
| 2022 | 2,084 | $152.3M | $5.7M | $13.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $233,763 | — | $233,763 |
| VANGUARD ADVISERS INC. | NONE | $64,373 | — | $64,373 |
| SAGEVIEW ADVISORY GROUP LLC | NONE | $55,000 | — | $55,000 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- VANGUARD ADVISERS INC. — NONE
- SAGEVIEW ADVISORY GROUP LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $353,136
- Estimated Expense Ratio: 0.148% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $347,905 | — | — | — | — |
| 2023 | $320,246 | — | — | — | — |
| 2022 | $285,820 | — | — | — | — |